What public Form 5500 filings show about the Ultra Manufacturing (USA) Inc. 401(k) plan — and how to find and check your own account.
Ultra Manufacturing (USA) Inc. (EIN 20-0790265) reports ULTRA MANUFACTURING (USA) INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $20.9M in plan assets across 765 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 Ultra Manufacturing (USA) Inc. 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 Ultra Manufacturing (USA) Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, MORNINGSTAR INVESTMENT MANAGEMENT L, PRINCIPAL SECURITIES, WILSHIRE ADVISORS, HUB INTERNATIONAL MIDWEST, BLUECROSS BLUESHIELD OF ALABAMA.
