What public Form 5500 filings show about the Woodcrest Services, Inc. 401(k) plan — and how to find and check your own account.
Woodcrest Services, Inc. (EIN 63-1086962) reports AUTOTEC 401(K) PLAN on its most recent Form 5500, with $23.5M 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 Woodcrest Services, Inc. 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 Woodcrest Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ORENDA RETIREMENT, MORGAN STANLEY GLOBAL.