What public Form 5500 filings show about the RJ Lee Group, Inc. 401(k) plan — and how to find and check your own account.
RJ Lee Group, Inc. (EIN 25-1375815) reports RJ LEE GROUP, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $19.9M in plan assets across 173 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 RJ Lee 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your RJ Lee Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BILKEYKATZ INVESTMENT CONSULTANTS.
