What public Form 5500 filings show about the Kolbe & Kolbe Millwork Co., Inc. 401(k) plan — and how to find and check your own account.
Kolbe & Kolbe Millwork Co., Inc. (EIN 39-1193314) reports KOLBE & KOLBE MILLWORK CO., INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $99.3M in plan assets across 892 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 Kolbe & Kolbe Millwork Co., 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 Kolbe & Kolbe Millwork Co., Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, DELTA DENTAL OF WISCONSIN, UMR, WILSHIRE ADVISORS, EMPLOYER HEALTHCARE ALLIANCE COOP, WPS HEALTH SOLUTIONS.
