J. E. Grote Company, Inc. 401(k) Plan

The J. E. Grote Company, Inc. 401(k) on its latest Form 5500

J. E. Grote Company, Inc. (EIN 31-0812680) reports J. E. GROTE COMPANY 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $27.0M in plan assets across 381 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. E. Grote Company, Inc. filing — schedules, fees, and providers.

Who runs the J. E. Grote 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J. E. Grote Company, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EVERHART FINANCIAL GROUP.

How to check your J. E. Grote Company, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask J. E. Grote 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).