What public Form 5500 filings show about the Greater Richmond Business, Inc. 401(k) plan — and how to find and check your own account.
Greater Richmond Business, Inc. (EIN 54-1308407) reports GREATER RICHMOND BUSINESS, INC. CASH OR DEFERRAL PROFIT SHARING PLAN on its most recent Form 5500, with $14.0M in plan assets across 129 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 Greater Richmond Business, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Greater Richmond Business, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TBS AGENCY, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
