What public Form 5500 filings show about the National Lift Truck, Inc. 401(k) plan — and how to find and check your own account.
National Lift Truck, Inc. (EIN 36-2960004) reports NATIONAL LIFT TRUCK COMPANIES PROFIT SHARING 401K PLAN AND TRUST on its most recent Form 5500, with $20.7M in plan assets across 169 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 Lift Truck, 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your National Lift Truck, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SM.
