What public Form 5500 filings show about the Young Plumbing & Heating Co. 401(k) plan — and how to find and check your own account.
Young Plumbing & Heating Co. (EIN 42-0929389) reports YOUNG PLUMBING & HEATING CO. PROFIT SHARING PLAN on its most recent Form 5500, with $37.4M in plan assets across 119 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 Young Plumbing & Heating Co. 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 Young Plumbing & Heating Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, ACCEL WEALTH MANAGEMENT.
