JOE JURGIELEWICZ & SON, LTD 401(k) Plan
What public Form 5500 filings show about the JOE JURGIELEWICZ & SON, LTD 401(k) plan — and how to find and check your own account.
The JOE JURGIELEWICZ & SON, LTD 401(k) on its latest Form 5500
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.
Who runs the JOE JURGIELEWICZ & SON, LTD 401(k)?
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, LTDHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTHEAST FINANCIAL GROUP, CONNECTCARE3, CAPITAL ADVANTAGE ASSURANCE, BENECON GROUP, BROWN & BROWN PA.
How to check your JOE JURGIELEWICZ & SON, LTD 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JOE JURGIELEWICZ & SON, LTD 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).