What public Form 5500 filings show about the Joseph and Joseph PA ADA Plan 401(k) plan — and how to find and check your own account.
Joseph and Joseph PA ADA Plan (EIN 57-0705130) reports JOSEPH AND JOSEPH PA ADA PLAN PROFIT SHARING PLAN on its most recent Form 5500, with $2.0M in plan assets across 9 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 Joseph and Joseph PA ADA Plan filing — schedules, fees, and providers.
Joseph and Joseph PA ADA Plan’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 Joseph and Joseph PA ADA PlanHR for the recordkeeper’s name and login.
