What public Form 5500 filings show about the Utilities & Industries Management Corp. 401(k) plan — and how to find and check your own account.
Utilities & Industries Management Corp. (EIN 13-1789034) reports 401(K) PLAN FOR EES OF UTILITIES & INDUSTRIES MGT. CORP. & AFFILIATES on its most recent Form 5500, with $15.9M in plan assets across 196 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 Utilities & Industries Management Corp. 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 Utilities & Industries Management Corp. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, LEUMI INVESTMENT SERVICES, PPC.
