JOSEPH MERRITT & COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the JOSEPH MERRITT & COMPANY, INC. 401(k) plan — and how to find and check your own account.
The JOSEPH MERRITT & COMPANY, INC. 401(k) on its latest Form 5500
JOSEPH MERRITT & COMPANY, INC. (EIN 06-0631091) reports JOSEPH MERRITT & COMPANY SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $2.9M in plan assets across 40 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 MERRITT & COMPANY, INC. filing — schedules, fees, and providers.
Who runs the JOSEPH MERRITT & COMPANY, INC. 401(k)?
JOSEPH MERRITT & COMPANY, 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 JOSEPH MERRITT & COMPANY, INC.HR for the recordkeeper’s name and login.
How to check your JOSEPH MERRITT & COMPANY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JOSEPH MERRITT & COMPANY, 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).