Tri State Filter and HVAC Supplies, Inc. 401(k) Plan

The Tri State Filter and HVAC Supplies, Inc. 401(k) on its latest Form 5500

Tri State Filter and HVAC Supplies, Inc. (EIN 90-0123507) reports TRI STATE FILTER AND HVAC SUPPLIES 401(K) PLAN on its most recent Form 5500, with $504K in plan assets across 11 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 Tri State Filter and HVAC Supplies, Inc. filing — schedules, fees, and providers.

Who runs the Tri State Filter and HVAC Supplies, Inc. 401(k)?

Tri State Filter and HVAC Supplies, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Tri State Filter and HVAC Supplies, Inc.HR for the recordkeeper’s name and login.

How to check your Tri State Filter and HVAC Supplies, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Tri State Filter and HVAC Supplies, 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).