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MUTUAL TRADING COMPANY, INC. 401(k) Plan

What public Form 5500 filings show about the MUTUAL TRADING COMPANY, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$42.4M
Participants
768
Plans on file
1

The MUTUAL TRADING COMPANY, INC. 401(k) on its latest Form 5500

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.

Who runs the MUTUAL TRADING COMPANY, 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 MUTUAL TRADING COMPANY, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, ACTUARIAL BENEFITS.

How to check your MUTUAL TRADING COMPANY, INC. 401(k)

  • Log in to Principal’s participant portal (the site on your statements).
  • Ask MUTUAL TRADING COMPANY, 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).
More on this employer: MUTUAL TRADING COMPANY, INC. — all Form 5500 filings (EIN 95-1034280) · California employer EIN lookup · Form 5500 search
MUTUAL TRADING COMPANY, INC. 401(k) Plan — Form 5500