MORTENSEN WOODWORK, INC. 401(k) Plan
What public Form 5500 filings show about the MORTENSEN WOODWORK, INC. 401(k) plan — and how to find and check your own account.
The MORTENSEN WOODWORK, INC. 401(k) on its latest Form 5500
MORTENSEN WOODWORK, INC. (EIN 58-1813682) reports MORTENSEN WOODWORK, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $8.7M in plan assets across 99 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 MORTENSEN WOODWORK, INC. filing — schedules, fees, and providers.
Who runs the MORTENSEN WOODWORK, 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 MORTENSEN WOODWORK, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ERISA SERVICES, WILSHIRE ASSOCIATES, TRUIST ADVISORY SERVICES.
How to check your MORTENSEN WOODWORK, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask MORTENSEN WOODWORK, 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).