VALLEN DISTRIBUTION, INC. 401(k) Plan
What public Form 5500 filings show about the VALLEN DISTRIBUTION, INC. 401(k) plan — and how to find and check your own account.
The VALLEN DISTRIBUTION, INC. 401(k) on its latest Form 5500
VALLEN DISTRIBUTION, INC. (EIN 56-2281578) reports VALLEN DISTRIBUTION, INC. 401(K) PLAN on its most recent Form 5500, with $240.3M in plan assets across 2,902 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 VALLEN DISTRIBUTION, INC. filing — schedules, fees, and providers.
Who runs the VALLEN DISTRIBUTION, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your VALLEN DISTRIBUTION, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WARREN AVERETT, CHARLES SCHWAB & CO, CAPFINANCIAL PARTNERS, BELLWETHER ADVISORS.
How to check your VALLEN DISTRIBUTION, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask VALLEN DISTRIBUTION, 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).