LONG LEWIS FORD OF THE SHOALS, INC. 401(k) Plan
What public Form 5500 filings show about the LONG LEWIS FORD OF THE SHOALS, INC. 401(k) plan — and how to find and check your own account.
The LONG LEWIS FORD OF THE SHOALS, INC. 401(k) on its latest Form 5500
LONG LEWIS FORD OF THE SHOALS, INC. (EIN 63-1171028) reports O & A INC. AND AFFILIATES 401(K) PLAN on its most recent Form 5500, with $12.2M in plan assets across 856 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 LONG LEWIS FORD OF THE SHOALS, INC. filing — schedules, fees, and providers.
Who runs the LONG LEWIS FORD OF THE SHOALS, 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 LONG LEWIS FORD OF THE SHOALS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS.
How to check your LONG LEWIS FORD OF THE SHOALS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask LONG LEWIS FORD OF THE SHOALS, 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).