What public Form 5500 filings show about the J. Lee Milligan, Inc. 401(k) plan — and how to find and check your own account.
J. Lee Milligan, Inc. (EIN 75-0971715) reports J. LEE MILLIGAN, INC. 401(K) PLAN on its most recent Form 5500, with $10.8M in plan assets across 368 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. Lee Milligan, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J. Lee Milligan, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TELADOC DIRECT, INSURANCE MANAGEMENT SERVICES, PCM RX MANAGEMENT, LPL FINANCIAL, SYMMETRY PARTNERS.
