What public Form 5500 filings show about the RULE JOY Trammell & Rubio, LLC 401(k) plan — and how to find and check your own account.
RULE JOY Trammell & Rubio, LLC (EIN 20-2218169) reports RULE JOY TRAMMELL & RUBIO 401(K) RETIREMENT PLAN on its most recent Form 5500, with $15.6M in plan assets across 82 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 RULE JOY Trammell & Rubio, LLC 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 RULE JOY Trammell & Rubio, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSION FINANCIAL SERVICES, JONES AND KOLB PA, WELLS FARGO ADVISORS.
