What public Form 5500 filings show about the Pella Mid-Atlantic Inc. 401(k) plan — and how to find and check your own account.
Pella Mid-Atlantic Inc. (EIN 83-1224745) reports PELLA MID-ATLANTIC, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $19.1M in plan assets across 183 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 Pella Mid-Atlantic 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 Pella Mid-Atlantic Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS FIN NETWORK, BENEFIT AUDIT GROUP.
