LEWIS TREE SERVICE, INC. 401(k) Plan
What public Form 5500 filings show about the LEWIS TREE SERVICE, INC. 401(k) plan — and how to find and check your own account.
The LEWIS TREE SERVICE, INC. 401(k) on its latest Form 5500
LEWIS TREE SERVICE, INC. (EIN 16-1004851) reports NORTH COAST HOLDINGS SAVE MONEY AND REDUCE TAXES (SMART) PLAN on its most recent Form 5500, with $69.9M in plan assets across 3,119 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 LEWIS TREE SERVICE, INC. filing — schedules, fees, and providers.
Who runs the LEWIS TREE SERVICE, INC. 401(k)?
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 LEWIS TREE SERVICE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
How to check your LEWIS TREE SERVICE, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask LEWIS TREE SERVICE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).