What public Form 5500 filings show about the JON Bell Management Co. 401(k) plan — and how to find and check your own account.
JON Bell Management Co. (EIN 31-1611207) reports JON BELL MANAGEMENT CO. 401(K) PLAN on its most recent Form 5500, with $1.9M in plan assets across 34 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 JON Bell Management Co. filing — schedules, fees, and providers.
JON Bell Management Co.’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 JON Bell Management Co.HR for the recordkeeper’s name and login.