What public Form 5500 filings show about the Utility Trailer Sales S.E. Texas 401(k) plan — and how to find and check your own account.
Utility Trailer Sales S.E. Texas (EIN 74-1664009) reports UTILITY TRAILER SALES OF S.E. TEXAS, INC. 401(K) PLAN on its most recent Form 5500, with $22.0M in plan assets across 323 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 Utility Trailer Sales S.E. Texas 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Utility Trailer Sales S.E. Texas 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, ADP BROKER-DEALER.