What public Form 5500 filings show about the Cortese Chrysler Jeep Dodge, Inc. 401(k) plan — and how to find and check your own account.
Cortese Chrysler Jeep Dodge, Inc. (EIN 16-1081381) reports CORTESE DODGE INC 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $13.3M in plan assets across 141 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 Cortese Chrysler Jeep Dodge, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cortese Chrysler Jeep Dodge, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH, PENTEGRA SERVICES.
