P.J. Wallbank Springs, Inc. 401(k) Plan

The P.J. Wallbank Springs, Inc. 401(k) on its latest Form 5500

P.J. Wallbank Springs, Inc. (EIN 38-0203607) reports P.J. WALLBANK SPRINGS INC. 401(K) on its most recent Form 5500, with $8.9M in plan assets across 128 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 P.J. Wallbank Springs, Inc. filing — schedules, fees, and providers.

Who runs the P.J. Wallbank Springs, Inc. 401(k)?

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 P.J. Wallbank Springs, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY GLOBAL.

How to check your P.J. Wallbank Springs, Inc. 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask P.J. Wallbank Springs, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).