JAMES GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the JAMES GROUP, INC. 401(k) plan — and how to find and check your own account.
The JAMES GROUP, INC. 401(k) on its latest Form 5500
JAMES GROUP, INC. (EIN 84-3640468) reports JAMES GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $4.7M in plan assets across 140 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 GROUP, INC. filing — schedules, fees, and providers.
Who runs the JAMES GROUP, INC. 401(k)?
JAMES 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 JAMES GROUP, INC.HR for the recordkeeper’s name and login.
How to check your JAMES GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JAMES GROUP, 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).