What public Form 5500 filings show about the Sumitomo Machinery Corporation of America 401(k) plan — and how to find and check your own account.
Sumitomo Machinery Corporation of America (EIN 22-1815055) reports SUMITOMO MACHINERY CORPORATION OF AMERICA SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $70.4M in plan assets across 495 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 Sumitomo Machinery Corporation of America 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 Sumitomo Machinery Corporation of America 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, PRINCIPAL GLOBAL INVESTORS, CAPITOL SECURITIES MGMT.
