SIEGEL JENNINGS CO., L.P.A. 401(k) Plan
What public Form 5500 filings show about the SIEGEL JENNINGS CO., L.P.A. 401(k) plan — and how to find and check your own account.
The SIEGEL JENNINGS CO., L.P.A. 401(k) on its latest Form 5500
SIEGEL JENNINGS CO., L.P.A. (EIN 34-1190975) reports SIEGEL JENNINGS CO., L.P.A. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $8.5M in plan assets across 43 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 SIEGEL JENNINGS CO., L.P.A. filing — schedules, fees, and providers.
Who runs the SIEGEL JENNINGS CO., L.P.A. 401(k)?
SIEGEL JENNINGS CO., L.P.A.’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 SIEGEL JENNINGS CO., L.P.A.HR for the recordkeeper’s name and login.
How to check your SIEGEL JENNINGS CO., L.P.A. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SIEGEL JENNINGS CO., L.P.A. 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).