J. Marchese and Sons, Inc. 401(k) Plan

The J. Marchese and Sons, Inc. 401(k) on its latest Form 5500

J. Marchese and Sons, Inc. (EIN 04-2549550) reports MARCHESE AND SONS PROFIT SHARING PLAN on its most recent Form 5500, with $814K in plan assets across 8 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. Marchese and Sons, Inc. filing — schedules, fees, and providers.

Who runs the J. Marchese and Sons, Inc. 401(k)?

J. Marchese and Sons, Inc.’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 J. Marchese and Sons, Inc.HR for the recordkeeper’s name and login.

How to check your J. Marchese and Sons, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask J. Marchese and Sons, 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).