What public Form 5500 filings show about the Union Supply Group, Inc. 401(k) plan — and how to find and check your own account.
Union Supply Group, Inc. (EIN 33-0464758) reports UNION SUPPLY COMPANY, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $7.6M in plan assets across 182 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 Union Supply Group, 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 Alerus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Union Supply Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LUCEY INVESTMENT MANAGEMENT.
