What public Form 5500 filings show about the JEOL USA, Inc. 401(k) plan — and how to find and check your own account.
JEOL USA, Inc. (EIN 04-6058420) reports JEOL USA INC. EMPLOYEES RETIREMENT PLAN AND TRUST on its most recent Form 5500, with $124.4M in plan assets across 249 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 JEOL USA, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JEOL USA, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, STRATEGIC ADVISORS, HEALTH PLANS.
