What public Form 5500 filings show about the John C. Grimberg Co. Inc. 401(k) plan — and how to find and check your own account.
John C. Grimberg Co. Inc. (EIN 52-0655642) reports JOHN C. GRIMBERG CO. INC. 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $22.3M in plan assets across 116 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 John C. Grimberg Co. Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your John C. Grimberg Co. Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): S B H U LIFE AGENCY, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
