What public Form 5500 filings show about the Carter-Jones Companies, Inc. 401(k) plan — and how to find and check your own account.
Carter-Jones Companies, Inc. (EIN 34-1128274) reports CARTER-JONES COMPANIES 401(K) RETIREMENT PLAN on its most recent Form 5500, with $200.7M in plan assets across 4,181 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 Carter-Jones Companies, Inc. filing — schedules, fees, and providers.
Carter-Jones Companies, Inc.’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 Carter-Jones Companies, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI CONSULTING GROUP.
