What public Form 5500 filings show about the Joe Jurgielewicz & SON, Ltd. 401(k) plan — and how to find and check your own account.
Joe Jurgielewicz & SON, Ltd. (EIN 22-2620649) reports JOE JURGIELEWICZ & SON, LTD., ET AL 401(K) PLAN on its most recent Form 5500, with $7.7M in plan assets across 240 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 Joe Jurgielewicz & SON, Ltd. filing — schedules, fees, and providers.
Joe Jurgielewicz & SON, Ltd.’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 Joe Jurgielewicz & SON, Ltd.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPITAL ADVANTAGE ASSURANCE, BROWN & BROWN PA, BENECON GROUP, CONNECTCARE3, NORTHEAST FINANCIAL GROUP.
