What public Form 5500 filings show about the POND Realty Company DBA Joseph Management 401(k) plan — and how to find and check your own account.
POND Realty Company DBA Joseph Management (EIN 31-0746641) reports JOSEPH MANAGEMENT GROUP 401(K) RETIREMENT SAVINGS PLAN AND TRUST on its most recent Form 5500, with $47.8M in plan assets across 831 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 POND Realty Company DBA Joseph Management 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your POND Realty Company DBA Joseph Management 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE O.
