Joseph P. Carrara & Sons, Inc. 401(k) Plan

The Joseph P. Carrara & Sons, Inc. 401(k) on its latest Form 5500

Joseph P. Carrara & Sons, Inc. (EIN 03-0212647) reports JOSEPH P. CARRARA & SONS, INC. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $20.2M in plan assets across 103 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 P. Carrara & Sons, Inc. filing — schedules, fees, and providers.

Who runs the Joseph P. Carrara & Sons, 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Joseph P. Carrara & Sons, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE, EDWARD JONES.

How to check your Joseph P. Carrara & Sons, Inc. 401(k)

• Log in to Capital Group (American Funds)’s participant portal (the site on your statements).
• Ask Joseph P. Carrara & Sons, 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).