What public Form 5500 filings show about the National Federation of Independent Business, Inc. 401(k) plan — and how to find and check your own account.
National Federation of Independent Business, Inc. (EIN 94-0707299) reports NATIONAL FEDERATION OF INDEPENDENT BUSINESS RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $126.0M in plan assets across 585 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 National Federation of Independent Business, 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 JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your National Federation of Independent Business, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): LBMC PC, BAKER DONELSON BEARMAN & CALDWELL, USI CONSULTING GROUP, NORTHERN TRUST, MARQUETTE ASSOCIATES, MILLIMAN USA.
