What public Form 5500 filings show about the National Equity Fund Inc. 401(k) plan — and how to find and check your own account.
National Equity Fund Inc. (EIN 36-3490231) reports NATIONAL EQUITY FUND 401(K) RETIREMENT PLAN on its most recent Form 5500, with $91.6M in plan assets across 209 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 National Equity Fund 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 National Equity Fund Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL - RPCP, MORNINGSTAR INVESTMENT MANAGEMENT L.
