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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

JONES STREET RESIDENTIAL, INC. 401(k) Plan

What public Form 5500 filings show about the JONES STREET RESIDENTIAL, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$5.0M
Participants
166
Plans on file
1

The JONES STREET RESIDENTIAL, INC. 401(k) on its latest Form 5500

JONES STREET RESIDENTIAL, INC. (EIN 82-2365391) reports JONES STREET RESIDENTIAL, INC. 401(K) PLAN on its most recent Form 5500, with $5.0M in plan assets across 166 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 STREET RESIDENTIAL, INC. filing — schedules, fees, and providers.

Who runs the JONES STREET RESIDENTIAL, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JONES STREET RESIDENTIAL, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STANCE CAPITAL, LPL HOLDINGS, CHARLES SCHWAB & CO.

How to check your JONES STREET RESIDENTIAL, INC. 401(k)

  • Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
  • Ask JONES STREET RESIDENTIAL, INC. HR or benefits for the recordkeeper name and enrollment link.
  • Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).
More on this employer: JONES STREET RESIDENTIAL, INC. — all Form 5500 filings (EIN 82-2365391) · Massachusetts employer EIN lookup · Form 5500 search