What public Form 5500 filings show about the JEFF Belzers Todd Chevrolet, Inc. 401(k) plan — and how to find and check your own account.
JEFF Belzers Todd Chevrolet, Inc. (EIN 41-1385667) reports JEFF BELZER 401(K) PLAN on its most recent Form 5500, with $12.6M in plan assets across 222 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 JEFF Belzers Todd Chevrolet, 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JEFF Belzers Todd Chevrolet, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, MAHONEY CPAS.
