What public Form 5500 filings show about the Jay Henges Enterprises Inc. 401(k) plan — and how to find and check your own account.
Jay Henges Enterprises Inc. (EIN 43-0916729) reports JAY HENGES ENTERPRISES, INC. EMPLOYEES PROFIT SHARING PLAN on its most recent Form 5500, with $23.4M in plan assets across 194 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 Jay Henges Enterprises 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 EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jay Henges Enterprises Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OPTUM RX, CHARLES SCHWAB TRUST BANK, UMR, CHARLES SCHWAB & CO, MONETA GROUP.
