Forrest T. Jones & Company, Inc. 401(k) Plan

The Forrest T. Jones & Company, Inc. 401(k) on its latest Form 5500

Forrest T. Jones & Company, Inc. (EIN 43-1451185) reports FORREST T. JONES & COMPANY INC. EMPLOYEES 401(K) PLAN on its most recent Form 5500, with $36.0M in plan assets across 331 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 Forrest T. Jones & Company, Inc. filing — schedules, fees, and providers.

Who runs the Forrest T. Jones & Company, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Forrest T. Jones & Company, Inc. 401(k).

How to check your Forrest T. Jones & Company, Inc. 401(k)

• Log in to Ascensus’s participant portal (the site on your statements).
• Ask Forrest T. Jones & Company, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).