What public Form 5500 filings show about the Jbear Enterprises, LLC 401(k) plan — and how to find and check your own account.
Jbear Enterprises, LLC (EIN 58-2597373) reports WOOLFSON EYE INSTITUTE 401(K) PLAN on its most recent Form 5500, with $922K in plan assets across 162 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 Jbear Enterprises, LLC 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 Jbear Enterprises, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEDETTI GUCER & ASSOCIATES, ERISA SERVICES OF GEORGIA.
