ROY JORGENSEN ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the ROY JORGENSEN ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The ROY JORGENSEN ASSOCIATES, INC. 401(k) on its latest Form 5500
ROY JORGENSEN ASSOCIATES, INC. (EIN 52-0850711) reports ROY JORGENSEN ASSOCIATES, INC. RETIREMENT PLAN on its most recent Form 5500, with $35.4M in plan assets across 1,109 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 ROY JORGENSEN ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the ROY JORGENSEN ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ROY JORGENSEN ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY.
How to check your ROY JORGENSEN ASSOCIATES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask ROY JORGENSEN ASSOCIATES, INC. 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).