What public Form 5500 filings show about the Jeffrey Chain, L.P. 401(k) plan — and how to find and check your own account.
Jeffrey Chain, L.P. (EIN 36-4064692) reports JEFFREY CHAIN, L.P. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $12.2M in plan assets across 215 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 Jeffrey Chain, 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 Jeffrey Chain, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIRST HORIZON ADVISORS.