TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. 401(k) Plan
What public Form 5500 filings show about the TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. 401(k) plan — and how to find and check your own account.
The TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. 401(k) on its latest Form 5500
TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. (EIN 84-0464189) reports TRI-STATE 401K PLAN AND TRUST on its most recent Form 5500, with $279.0M in plan assets across 1,181 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 GENERATION AND TRANSMISSION ASSOCIATION INC. filing — schedules, fees, and providers.
Who runs the TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, AETNA BEHAVIORAL HEALTH.
How to check your TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask TRI-STATE GENERATION AND TRANSMISSION ASSOCIATION 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).