JAMES D. MORRISSEY, INC. 401(k) Plan
What public Form 5500 filings show about the JAMES D. MORRISSEY, INC. 401(k) plan — and how to find and check your own account.
The JAMES D. MORRISSEY, INC. 401(k) on its latest Form 5500
JAMES D. MORRISSEY, INC. (EIN 23-1268801) reports JAMES D. MORRISSEY, INC. 401(K) PLAN on its most recent Form 5500, with $26.4M in plan assets across 258 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 D. MORRISSEY, INC. filing — schedules, fees, and providers.
Who runs the JAMES D. MORRISSEY, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JAMES D. MORRISSEY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILMINGTON TRUST NA TRUST, LPL FINANCIAL, N A FALCONE & ASSOCIATES.
How to check your JAMES D. MORRISSEY, INC. 401(k)
- Log in to Capital Group (American Funds)’s participant portal (the site on your statements).
- Ask JAMES D. MORRISSEY, 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).