MONEYTREE, INC. 401(k) Plan
What public Form 5500 filings show about the MONEYTREE, INC. 401(k) plan — and how to find and check your own account.
The MONEYTREE, INC. 401(k) on its latest Form 5500
MONEYTREE, INC. (EIN 91-1218621) reports MONEYTREE, INC. PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $30.0M in plan assets across 465 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 MONEYTREE, INC. filing — schedules, fees, and providers.
Who runs the MONEYTREE, 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 MONEYTREE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL COSTODIAL SOLUTIONS.
How to check your MONEYTREE, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask MONEYTREE, 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).