What public Form 5500 filings show about the La Jolla Group, Inc. 401(k) plan — and how to find and check your own account.
La Jolla Group, Inc. (EIN 26-0710124) reports THE LA JOLLA GROUP 401(K) PLAN on its most recent Form 5500, with $15.2M in plan assets across 340 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 La Jolla Group, 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your La Jolla Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FUTUREPLAN BY ASENCUS, VON BERGE WEALTH MANAGMENT.
