What public Form 5500 filings show about the Trellis WARE Technologies, Inc. 401(k) plan — and how to find and check your own account.
Trellis WARE Technologies, Inc. (EIN 33-0922364) reports TRELLISWARE TECHNOLOGIES 401(K) RETIREMENT PLAN on its most recent Form 5500, with $49.8M in plan assets across 230 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 Trellis WARE Technologies, 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Trellis WARE Technologies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JGD & ASSOCIATES LLP, MORGAN STANLEY SMITH BARNEY.
