What public Form 5500 filings show about the Siegal & Sons Investment Ltd. 401(k) plan — and how to find and check your own account.
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.
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 Ltd.HR for the recordkeeper’s name and login.
