What public Form 5500 filings show about the Jonathan Joe O.D., a PROF. Optometric Corp. 401(k) plan — and how to find and check your own account.
Jonathan Joe O.D., a PROF. Optometric Corp. (EIN 95-4886529) reports JONATHAN JOE O.D., A PROFESSIONAL OPTOMETRIC CORP RETIREMENT PLAN on its most recent Form 5500, with $1.7M in plan assets across 3 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 Jonathan Joe O.D., a PROF. Optometric Corp. filing — schedules, fees, and providers.
Jonathan Joe O.D., a PROF. Optometric Corp.’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 Jonathan Joe O.D., a PROF. Optometric Corp.HR for the recordkeeper’s name and login.
