What public Form 5500 filings show about the Johnson Duffie Stewart ET AL 401(k) plan — and how to find and check your own account.
Johnson Duffie Stewart ET AL (EIN 25-1802360) reports JOHNSON DUFFIE STEWART ET AL 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $8.0M in plan assets across 29 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 Johnson Duffie Stewart ET AL filing — schedules, fees, and providers.
Johnson Duffie Stewart ET AL’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 Johnson Duffie Stewart ET ALHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): YOUNG OAKES BROWN & CO, CONNECTCARE3, GUN-MOWERY, BENECON GROUP, CAPITAL BLUECROSS.
