TRUE VALUE COMPANY 401(k) Plan
What public Form 5500 filings show about the TRUE VALUE COMPANY 401(k) plan — and how to find and check your own account.
The TRUE VALUE COMPANY 401(k) on its latest Form 5500
TRUE VALUE COMPANY (EIN 36-2099896) reports TRUE VALUE COMPANY, L.L.C. SAVINGS AND COMPENSATION DEFERRAL PLAN on its most recent Form 5500, with $223.1M in plan assets across 1,666 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 TRUE VALUE COMPANY filing — schedules, fees, and providers.
Who runs the TRUE VALUE COMPANY 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 TRUE VALUE COMPANY 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL TRUST, SAGE ADVISORY SERVICES, DIMEO SCHNEIDER, STRATEGIC ADVISORS, NELSON MULLINS RILEY, RSM US LLP.
How to check your TRUE VALUE COMPANY 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask TRUE VALUE COMPANY 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).