WM. B. Morse Lumber Co. 401(k) Plan

The WM. B. Morse Lumber Co. 401(k) on its latest Form 5500

WM. B. Morse Lumber Co. (EIN 16-0560500) reports WM. B. MORSE LUMBER CO. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $15.7M in plan assets across 126 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 WM. B. Morse Lumber Co. filing — schedules, fees, and providers.

Who runs the WM. B. Morse Lumber Co. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your WM. B. Morse Lumber Co. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL - RPCP, MODERN WEALTH HOLDINGS.

How to check your WM. B. Morse Lumber Co. 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask WM. B. Morse Lumber Co. 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).