Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

SIEGAL & SONS INVESTMENT LTD 401(k) Plan

What public Form 5500 filings show about the SIEGAL & SONS INVESTMENT LTD 401(k) plan — and how to find and check your own account.

Plan assets
$2.2M
Participants
47
Plans on file
1

The SIEGAL & SONS INVESTMENT LTD 401(k) on its latest Form 5500

SIEGAL & SONS INVESTMENT LTD (EIN 04-3223700) reports SIEGAL & SONS INVESTMENT LTD 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $2.2M in plan assets across 47 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 SIEGAL & SONS INVESTMENT LTD filing — schedules, fees, and providers.

Who runs the SIEGAL & SONS INVESTMENT LTD 401(k)?

SIEGAL & SONS INVESTMENT LTD’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask SIEGAL & SONS INVESTMENT LTDHR for the recordkeeper’s name and login.

How to check your SIEGAL & SONS INVESTMENT LTD 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SIEGAL & SONS INVESTMENT LTD 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).
More on this employer: SIEGAL & SONS INVESTMENT LTD — all Form 5500 filings (EIN 04-3223700) · Massachusetts employer EIN lookup · Form 5500 search
SIEGAL & SONS INVESTMENT LTD 401(k) Plan — Form 5500