What public Form 5500 filings show about the Jorgensen and Sons Inc. 401(k) plan — and how to find and check your own account.
Jorgensen and Sons Inc. (EIN 94-1477041) reports JORGENSEN & SONS, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $4.3M in plan assets across 135 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 Jorgensen and Sons Inc. 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 Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jorgensen and Sons Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NEXUS ADMINISTRATORS, RAYMOND JAMES FINANCIAL SERVICES, EMPLOYEE BENEFITS LAW GROUP, WEAVER AND TIDWELL LLP.
