What public Form 5500 filings show about the Jerry PATE Company 401(k) plan — and how to find and check your own account.
Jerry PATE Company (EIN 59-3472632) reports JERRY PATE COMPANY RETIREMENT PLAN on its most recent Form 5500, with $10.4M in plan assets across 178 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 Jerry PATE Company 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jerry PATE Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE, AZALEA ADMINISTRATION, SOUTHBRIDGE ADVISORS, SALTMARSH CLEAVELAND & GUND PA.
