What public Form 5500 filings show about the James Bourlet Inc. 401(k) plan — and how to find and check your own account.
James Bourlet Inc. (EIN 11-3108983) reports JAMES BOURLET INC 401K on its most recent Form 5500, with $410K in plan assets across 24 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 James Bourlet Inc. filing — schedules, fees, and providers.
James Bourlet 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 James Bourlet Inc.HR for the recordkeeper’s name and login.
