What public Form 5500 filings show about the Gerald Nissan of North Aurora, Inc. 401(k) plan — and how to find and check your own account.
Gerald Nissan of North Aurora, Inc. (EIN 36-4162660) reports GERALD AUTO GROUP 401(K) PLAN & TRUST on its most recent Form 5500, with $37.0M in plan assets across 636 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 Gerald Nissan of North Aurora, 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 ALLIANCE PENSION CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Gerald Nissan of North Aurora, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, WINTRUST INVESTMENTS, CHARLES SCHWAB & CO.
