What public Form 5500 filings show about the Legend Valve & Fitting, Inc. 401(k) plan — and how to find and check your own account.
Legend Valve & Fitting, Inc. (EIN 38-2811840) reports LEGEND VALVE 401(K)PLAN on its most recent Form 5500, with $16.2M in plan assets across 149 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 Legend Valve & Fitting, 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 Legend Valve & Fitting, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO CLEARING SERVICES.
