J.W. Pepper & SON, Inc. 401(k) Plan

The J.W. Pepper & SON, Inc. 401(k) on its latest Form 5500

J.W. Pepper & SON, Inc. (EIN 23-0963171) reports J.W. PEPPER & SON, INC. 401(K) SAVINGS AND INVESTMENT PLAN on its most recent Form 5500, with $23.3M in plan assets across 164 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.W. Pepper & SON, Inc. filing — schedules, fees, and providers.

Who runs the J.W. Pepper & SON, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your J.W. Pepper & SON, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FEDERATED MDTA, BLACKROCK ADVISORS, CHARLES SCHWAB & CO, CAPITAL RESEARCH AND MANAGEMENT COM, CONRAD SIEGEL, DODGE & COX.

How to check your J.W. Pepper & SON, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask J.W. Pepper & SON, 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).