What public Form 5500 filings show about the Mutual Trading Company, Inc. 401(k) plan — and how to find and check your own account.
Mutual Trading Company, Inc. (EIN 95-1034280) reports MTC RETIREMENT PLAN on its most recent Form 5500, with $42.4M in plan assets across 768 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 Mutual Trading Company, 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 Mutual Trading Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ACTUARIAL BENEFITS, MORNINGSTAR INVESTMENT MANAGEMENT.
