What public Form 5500 filings show about the GREG Jones 401(k) plan — and how to find and check your own account.
GREG Jones (EIN 62-1632287) reports GREG JONES CFA 401(K)PLAN on its most recent Form 5500, with $576K in plan assets across 15 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 GREG Jones filing — schedules, fees, and providers.
GREG Jones’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 GREG JonesHR for the recordkeeper’s name and login.
