What public Form 5500 filings show about the True Value Company 401(k) plan — and how to find and check your own account.
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.
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, NELSON MULLINS RILEY, RSM US LLP, NELSON MULLINS RILEY & SCARBOROUGH, AON CONSULTING.
