What public Form 5500 filings show about the Underwood Fruit and Warehouse Company, LLC 401(k) plan — and how to find and check your own account.
Underwood Fruit and Warehouse Company, LLC (EIN 91-1179336) reports UNDERWOOD FRUIT AND WAREHOUSE RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $10.7M in plan assets across 705 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 Underwood Fruit and Warehouse Company, LLC 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Underwood Fruit and Warehouse Company, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BBM FINANCIAL SERVICES DBA AL.
