J & R SCHUGEL HOLDINGS, INC. 401(k) Plan
What public Form 5500 filings show about the J & R SCHUGEL HOLDINGS, INC. 401(k) plan — and how to find and check your own account.
The J & R SCHUGEL HOLDINGS, INC. 401(k) on its latest Form 5500
J & R SCHUGEL HOLDINGS, INC. (EIN 41-1239449) reports J&R SCHUGEL HOLDINGS, INC. RETIREMENT PLAN on its most recent Form 5500, with $9.6M in plan assets across 739 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 J & R SCHUGEL HOLDINGS, INC. filing — schedules, fees, and providers.
Who runs the J & R SCHUGEL HOLDINGS, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J & R SCHUGEL HOLDINGS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, EMPOWER ADVISORY GROUP, QDRO CONSULTANTS.
How to check your J & R SCHUGEL HOLDINGS, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask J & R SCHUGEL HOLDINGS, 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).