What public Form 5500 filings show about the James F. Sexton and Associates, Ltd. 401(k) plan — and how to find and check your own account.
James F. Sexton and Associates, Ltd. (EIN 36-3933668) reports JAMES F. SEXTON AND ASSOCIATES, LTD. 401(K) PLAN on its most recent Form 5500, with $625K in plan assets across 4 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 F. Sexton and Associates, Ltd. filing — schedules, fees, and providers.
James F. Sexton and Associates, Ltd.’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 F. Sexton and Associates, Ltd.HR for the recordkeeper’s name and login.
