What public Form 5500 filings show about the Tracey Road Equipment, Inc. 401(k) plan — and how to find and check your own account.
Tracey Road Equipment, Inc. (EIN 16-1058204) reports TRACEY ROAD EQUIPMENT, INC. EMPLOYEES 401(K) AND PSP on its most recent Form 5500, with $18.5M in plan assets across 283 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 Tracey Road Equipment, 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 Tracey Road Equipment, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PINNACLE INVESTMENTS.
