J. FRANK ASSOCIATES, LLC 401(k) Plan
What public Form 5500 filings show about the J. FRANK ASSOCIATES, LLC 401(k) plan — and how to find and check your own account.
The J. FRANK ASSOCIATES, LLC 401(k) on its latest Form 5500
J. FRANK ASSOCIATES, LLC (EIN 13-4072229) reports JOELE FRANK, WILKINSON BRIMMER KATCHER 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $90.4M in plan assets across 232 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. FRANK ASSOCIATES, LLC filing — schedules, fees, and providers.
Who runs the J. FRANK ASSOCIATES, LLC 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 USI CONSULTING GROUP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J. FRANK ASSOCIATES, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK.
How to check your J. FRANK ASSOCIATES, LLC 401(k)
- Log in to USI CONSULTING GROUP’s participant portal (the site on your statements).
- Ask J. FRANK ASSOCIATES, LLC 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).