What public Form 5500 filings show about the Performance Truck and Houston Heavy DUTY Truck and Trailer 401(k) plan — and how to find and check your own account.
Performance Truck and Houston Heavy DUTY Truck and Trailer (EIN 74-1921037) reports CLEVELAND MACK SALES, INC. 401(K) PLAN on its most recent Form 5500, with $28.0M in plan assets across 332 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 Performance Truck and Houston Heavy DUTY Truck and Trailer 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 Performance Truck and Houston Heavy DUTY Truck and Trailer 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L.
