What public Form 5500 filings show about the A. J. Mortgage Services, Inc./Access Capital 401(k) plan — and how to find and check your own account.
A. J. Mortgage Services, Inc./Access Capital (EIN 43-1762199) reports A. J. MORTGAGE SERVICES, INC. 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $9.8M in plan assets across 14 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 A. J. Mortgage Services, Inc./Access Capital filing — schedules, fees, and providers.
A. J. Mortgage Services, Inc./Access Capital’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 A. J. Mortgage Services, Inc./Access CapitalHR for the recordkeeper’s name and login.
