THE WINROCK GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the THE WINROCK GROUP, INC. 401(k) plan — and how to find and check your own account.
The THE WINROCK GROUP, INC. 401(k) on its latest Form 5500
THE WINROCK GROUP, INC. (EIN 71-0633764) reports THE WINROCK GROUP, INC. 401(K) RETIREMENT SAVINGS PLAN AND TRUST on its most recent Form 5500, with $10.8M in plan assets across 339 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 THE WINROCK GROUP, INC. filing — schedules, fees, and providers.
Who runs the THE WINROCK GROUP, 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 THE WINROCK GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES INSURANCE GROUP, DEFINITI, FORVIS-MAZARS, RAYMOND JAMES & ASSOCIATES.
How to check your THE WINROCK GROUP, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask THE WINROCK GROUP, 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).