Keeping UP With the Joneses 401(k) Plan
What public Form 5500 filings show about the Keeping UP With the Joneses 401(k) plan — and how to find and check your own account.
The Keeping UP With the Joneses 401(k) on its latest Form 5500
Keeping UP With the Joneses (EIN 26-0304472) reports KEEPING UP WITH THE JONESES, LLC RETIREMENT TRUST on its most recent Form 5500, with $1.4M in plan assets across 11 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 Keeping UP With the Joneses filing — schedules, fees, and providers.
Who runs the Keeping UP With the Joneses 401(k)?
Keeping UP With the Joneses’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 Keeping UP With the JonesesHR for the recordkeeper’s name and login.
How to check your Keeping UP With the Joneses 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Keeping UP With the Joneses 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).