What public Form 5500 filings show about the James M. Pleasants Company, Inc. 401(k) plan — and how to find and check your own account.
James M. Pleasants Company, Inc. (EIN 56-0797189) reports JAMES M. PLEASANTS COMPANY, INC. EMPLOYEES' 401(K) PLAN on its most recent Form 5500, with $15.7M in plan assets across 231 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 M. Pleasants Company, Inc. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your James M. Pleasants Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GORDON ASSET MANAGMENT, BLUE CROSS BLUE SHIELD OF NC, STRATEGIC ADVISORS.
