What public Form 5500 filings show about the Lester & Rosalie Anixter Center 401(k) plan — and how to find and check your own account.
Lester & Rosalie Anixter Center (EIN 36-2244895) reports ANIXTER CENTER INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $8.4M in plan assets across 168 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 Lester & Rosalie Anixter Center 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Lester & Rosalie Anixter Center 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VARIABLE ANNUITY LIFE INSURANCE, BDO USA LLP, CREATIVE PLANNING HOLDCO, ADP BROKER-DEALER, MESIROW FINANCIAL.