What public Form 5500 filings show about the Jones Pierce Inc. 401(k) plan — and how to find and check your own account.
Jones Pierce Inc. (EIN 58-2363778) reports JONES PIERCE 401(K) PLAN on its most recent Form 5500, with $941K in plan assets across 12 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 Jones Pierce Inc. filing — schedules, fees, and providers.
Jones Pierce Inc.’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 Jones Pierce Inc.HR for the recordkeeper’s name and login.
