What public Form 5500 filings show about the Matson, Inc. 401(k) plan — and how to find and check your own account.
Matson, Inc. (EIN 99-0032630) reports MATSON AND SUBSIDIARIES 401(K) RETIREMENT SAVINGS PLAN FOR BARGAINING UNIT EMPLOYEES on its most recent Form 5500, with $50.3M in plan assets across 396 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 Matson, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Matson, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOYD WATTERSON ASSET MANAGEMENT, MORGAN STANLEY, CAMBRIA INVESTORS, ALLSPRING GLOBAL INVESTMENT, OAKHURST CAPITAL MANAGEMENT, ANCHOR CAPITAL.
