What public Form 5500 filings show about the Graef-USA Inc. 401(k) plan — and how to find and check your own account.
Graef-USA Inc. (EIN 39-1083592) reports GRAEF RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $77.8M in plan assets across 315 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full Graef-USA Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Graef-USA Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLIFTONLARSONALLEN LLP, MORGAN STANLEY, REINHART.
