What public Form 5500 filings show about the Josephson Dunlap, LLP 401(k) plan — and how to find and check your own account.
Josephson Dunlap, LLP (EIN 82-5208727) reports JOSEPHSON DUNLAP 401(K) PLAN on its most recent Form 5500, with $162K in plan assets across 32 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 Josephson Dunlap, LLP filing — schedules, fees, and providers.
Josephson Dunlap, LLP’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 Josephson Dunlap, LLPHR for the recordkeeper’s name and login.
