What public Form 5500 filings show about the Success Rehabilitation, Inc. 401(k) plan — and how to find and check your own account.
Success Rehabilitation, Inc. (EIN 23-2590923) reports SUCCESS REHABILITATION, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $8.9M in plan assets across 265 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 Success Rehabilitation, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Success Rehabilitation, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INDEPENDENCE ADMINISTRATORS IA, M HOLDING SECURITIES, CONNECTCARE3, M FINANCIAL SECURITIES MARKETING IN, PATRIOT EXUDE, BENECON GROUP.
