What public Form 5500 filings show about the Learning Tree International, Inc. 401(k) plan — and how to find and check your own account.
Learning Tree International, Inc. (EIN 95-3133814) reports LEARNING TREE INTERNATIONAL 401(K) PLAN on its most recent Form 5500, with $33.4M in plan assets across 103 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 Learning Tree International, 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 Learning Tree International, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, TRIBRIDGE PARTNERS FINANCIAL, WILSHIRE ADVISORS.
