What public Form 5500 filings show about the Smith Jordan, PA 401(k) plan — and how to find and check your own account.
Smith Jordan, PA (EIN 57-1014449) reports SMITH JORDAN, PA 401(K) RETIREMENT PLAN on its most recent Form 5500, with $849K in plan assets across 11 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 Smith Jordan, PA filing — schedules, fees, and providers.
Smith Jordan, PA’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 Smith Jordan, PAHR for the recordkeeper’s name and login.