JIM KOONS MANAGEMENT COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the JIM KOONS MANAGEMENT COMPANY, INC. 401(k) plan — and how to find and check your own account.
The JIM KOONS MANAGEMENT COMPANY, INC. 401(k) on its latest Form 5500
JIM KOONS MANAGEMENT COMPANY, INC. (EIN 52-1476401) reports KOONS AUTOMOTIVE GROUP RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $257K in plan assets across 342 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 JIM KOONS MANAGEMENT COMPANY, INC. filing — schedules, fees, and providers.
Who runs the JIM KOONS MANAGEMENT COMPANY, INC. 401(k)?
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 JIM KOONS MANAGEMENT COMPANY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BAKER TILLY US LLP, CETERA INVESTMENT ADVISORS.
How to check your JIM KOONS MANAGEMENT COMPANY, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask JIM KOONS MANAGEMENT COMPANY, 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).