What public Form 5500 filings show about the Area Energy & Electric, Inc. 401(k) plan — and how to find and check your own account.
Area Energy & Electric, Inc. (EIN 34-1403836) reports AREA ENERGY & ELECTRIC, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $38.6M in plan assets across 352 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 Area Energy & Electric, 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 JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Area Energy & Electric, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FLAGEL HUBER FLAGEL AND CO, EVERHART FINANCIAL GROUP EVERHA.
