What public Form 5500 filings show about the Niles Bolton Associates, Inc. 401(k) plan — and how to find and check your own account.
Niles Bolton Associates, Inc. (EIN 58-1407613) reports NILES BOLTON ASSOCIATES, INC. INCENTIVE SAVINGS PLAN on its most recent Form 5500, with $41.7M in plan assets across 126 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 Niles Bolton Associates, 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 Niles Bolton Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RESOURCES INVESTMENT ADVISORS, ORENDA RETIREMENT.
