What public Form 5500 filings show about the Uctie International Union 401(k) plan — and how to find and check your own account.
Uctie International Union (EIN 20-0485151) reports UCTIE INTERNATIONAL UNION 401(K) SAVINGS PLAN on its most recent Form 5500, with $17.7M in plan assets across 796 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 Uctie International Union 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Uctie International Union 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LINCOLN NATIONAL, CASTIGLIA LLP, GORLICK KRAVITZ & LISTHAUS, ROBERT ALLGIER, MORNINGSTAR INVESTMENT MANAGEMENT L.