J.G. Eberlein and Co Inc. 401(k) Plan

The J.G. Eberlein and Co Inc. 401(k) on its latest Form 5500

J.G. Eberlein and Co Inc. (EIN 13-2599539) reports J.G. EBERLEIN & CO INC 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $1.4M in plan assets across 3 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 J.G. Eberlein and Co Inc. filing — schedules, fees, and providers.

Who runs the J.G. Eberlein and Co Inc. 401(k)?

J.G. Eberlein and Co Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask J.G. Eberlein and Co Inc.HR for the recordkeeper’s name and login.

How to check your J.G. Eberlein and Co Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask J.G. Eberlein and Co Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).