What public Form 5500 filings show about the JSI Research & Training Institute, Inc. 401(k) plan — and how to find and check your own account.
JSI Research & Training Institute, Inc. (EIN 04-2679824) reports JSI RESEARCH & TRAINING INSTITUTE, INC. 401(K) PLAN on its most recent Form 5500, with $238.1M in plan assets across 809 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 JSI Research & Training Institute, 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JSI Research & Training Institute, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CARON & BLETZER, MORGAN STANLEY.
