What public Form 5500 filings show about the GEE WHIZ II, LLC. 401(k) plan — and how to find and check your own account.
GEE WHIZ II, LLC. (EIN 84-2651299) reports AUVIL FRUIT 401(K) PLAN on its most recent Form 5500, with $8.3M in plan assets across 1,274 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 GEE WHIZ II, LLC. 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your GEE WHIZ II, LLC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LPL FINANCIAL, BENEFITS2 ADMINISTRATORS.
