What public Form 5500 filings show about the Jackson Thornton & Co., P.C. 401(k) plan — and how to find and check your own account.
Jackson Thornton & Co., P.C. (EIN 63-1035228) reports JACKSON THORNTON & CO., P.C. 401(K) PLAN on its most recent Form 5500, with $119.9M in plan assets across 239 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 Thornton & Co., P.C. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jackson Thornton & Co., P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BUCKINGHAM ASSET MANAGEMENT, NEWPORT TRUST.
