What public Form 5500 filings show about the Jaros, BAUM & Bolles Consulting Engineers LLP 401(k) plan — and how to find and check your own account.
Jaros, BAUM & Bolles Consulting Engineers LLP (EIN 13-0884150) reports JAROS, BAUM & BOLLES EMPLOYEES 401(K) SAVINGS PLAN on its most recent Form 5500, with $77.9M in plan assets across 348 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 Jaros, BAUM & Bolles Consulting Engineers LLP 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jaros, BAUM & Bolles Consulting Engineers LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY WEALTH MANAGEMENT, MID ATLANTIC CAPITAL, NATIONAL FINANCIAL SERVICES.
