What public Form 5500 filings show about the J.T. Magen & Company Inc. 401(k) plan — and how to find and check your own account.
J.T. Magen & Company Inc. (EIN 11-3136124) reports J.T. MAGEN & COMPANY INC. 401K PLAN on its most recent Form 5500, with $64.8M in plan assets across 268 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 J.T. Magen & Company 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J.T. Magen & Company Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, UNITED HEALTHCARE SERVICE, MORNINGSTAR INVESTMENT MANAGEMENT L, KINLOCH CONSULTING GROUP, WILSHIRE ADVISORS, CORPORATE SYNERGIES.
