What public Form 5500 filings show about the Mesa Associates, Inc. 401(k) plan — and how to find and check your own account.
Mesa Associates, Inc. (EIN 63-1029698) reports MESA ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $135.6M in plan assets across 1,076 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 Mesa Associates, 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 Mesa Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS.
