What public Form 5500 filings show about the New Vision Co-OP 401(k) plan — and how to find and check your own account.
New Vision Co-OP (EIN 41-1916780) reports THE RESTATED THRIFT/PROFIT SHARING PLAN FOR COOPERATIVES on its most recent Form 5500, with $16.2M in plan assets across 180 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 New Vision Co-OP 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 New Vision Co-OP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MASSACHUSETTS FINANCIAL SERVICES CO, DST ASSET MANAGER SOLUTIONS, PRINCIPAL FINANCIAL GROUP, WELLINGTON TRUST CO NA, MORNINGSTAR INVESTMENT MANAGEMENT, BCBSMN.
