J.J. Swanson Advisory Group, Inc. 401(k) Plan

The J.J. Swanson Advisory Group, Inc. 401(k) on its latest Form 5500

J.J. Swanson Advisory Group, Inc. (EIN 46-2800099) reports MY RETIREMENT ACCOUNT AND TRUST on its most recent Form 5500, with $445K in plan assets across 8 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.J. Swanson Advisory Group, Inc. filing — schedules, fees, and providers.

Who runs the J.J. Swanson Advisory Group, Inc. 401(k)?

J.J. Swanson Advisory Group, 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.J. Swanson Advisory Group, Inc.HR for the recordkeeper’s name and login.

How to check your J.J. Swanson Advisory Group, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask J.J. Swanson Advisory Group, 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).