UTILITY TRI-STATE, INC. 401(k) Plan
What public Form 5500 filings show about the UTILITY TRI-STATE, INC. 401(k) plan — and how to find and check your own account.
The UTILITY TRI-STATE, INC. 401(k) on its latest Form 5500
UTILITY TRI-STATE, INC. (EIN 73-1312253) reports UTILITY TRI-STATE 401(K) PLAN on its most recent Form 5500, with $10.3M in plan assets across 201 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 TRI-STATE, INC. filing — schedules, fees, and providers.
Who runs the UTILITY TRI-STATE, INC. 401(k)?
UTILITY TRI-STATE, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask UTILITY TRI-STATE, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BOKF NA.
How to check your UTILITY TRI-STATE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask UTILITY TRI-STATE, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).