What public Form 5500 filings show about the Jackson Contractor Group, Inc. 401(k) plan — and how to find and check your own account.
Jackson Contractor Group, Inc. (EIN 81-0535453) reports MONTANA CONTRACTORS ASSOC., INC. 401(K) RETIREMENT PLAN & TRUST on its most recent Form 5500, with $7.0M in plan assets across 249 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 Jackson Contractor Group, Inc. filing — schedules, fees, and providers.
Jackson Contractor Group, 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 Jackson Contractor Group, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LOOMIS SAYLES & L P, ADMN COMMITTEE MT CONTRACTORS ASSN, MERRILL LYNCH PIERCE FENNER & SMI, CULLEN CAPITAL MANAGEMENT, BUCKLEY MAXWELL DIXON DOLEZAL PC, DELAWARE CHARTER GUARANTEE & TRUST.
