What public Form 5500 filings show about the Johnson, POPE, Bokor, Ruppel & Burns, L. L. P. 401(k) plan — and how to find and check your own account.
Johnson, POPE, Bokor, Ruppel & Burns, L. L. P. (EIN 20-0525902) reports JOHNSON, POPE PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $71.3M in plan assets across 172 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, POPE, Bokor, Ruppel & Burns, L. L. P. 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Johnson, POPE, Bokor, Ruppel & Burns, L. L. P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB, ROGAN ASSOCIATES, PROVISE MANAGEMENT GROUP, WELLS FARGO, SABEL TRUST, RAYMOND JAMES.
