What public Form 5500 filings show about the JDK Management Co, L.P. 401(k) plan — and how to find and check your own account.
JDK Management Co, L.P. (EIN 23-3062632) reports JDK MANAGEMENT CO. L.P. EMPLOYEE SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $13.4M in plan assets across 1,369 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 JDK Management Co, L.P. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JDK Management Co, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LIFESTYLE RETIREMENT, STIFEL NICOLAUS &.
