Sparrow, Johnson and Ursillo, Inc. 401(k) Plan

The Sparrow, Johnson and Ursillo, Inc. 401(k) on its latest Form 5500

Sparrow, Johnson and Ursillo, Inc. (EIN 05-0396685) reports SPARROW, JOHNSON, AND URSILLO,INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $1.3M in plan assets across 9 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 Sparrow, Johnson and Ursillo, Inc. filing — schedules, fees, and providers.

Who runs the Sparrow, Johnson and Ursillo, Inc. 401(k)?

Sparrow, Johnson and Ursillo, Inc.’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 Sparrow, Johnson and Ursillo, Inc.HR for the recordkeeper’s name and login.

How to check your Sparrow, Johnson and Ursillo, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Sparrow, Johnson and Ursillo, Inc. 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).