What public Form 5500 filings show about the HY-VEE, Inc. 401(k) plan — and how to find and check your own account.
HY-VEE, Inc. (EIN 42-0325638) reports THE HY-VEE AND AFFILIATES 401(K) PLAN on its most recent Form 5500, with $3.1B in plan assets across 55,933 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 HY-VEE, 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 HY-VEE, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HOLMES MURPHY FINANCIAL SERVICES, VIVID CLEAR RX, UMR, DELTA DENTAL, GROUP ADMINISTRATORS, WELLMARK HEALTH PLAN.
