MICHAEL & SON SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the MICHAEL & SON SERVICES, INC. 401(k) plan — and how to find and check your own account.
The MICHAEL & SON SERVICES, INC. 401(k) on its latest Form 5500
MICHAEL & SON SERVICES, INC. (EIN 54-1482298) reports MICHAEL & SON SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $14.7M in plan assets across 501 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 MICHAEL & SON SERVICES, INC. filing — schedules, fees, and providers.
Who runs the MICHAEL & SON SERVICES, 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 MICHAEL & SON SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, BASSAM WEALTH MANAGEMENT.
How to check your MICHAEL & SON SERVICES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask MICHAEL & SON SERVICES, 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).