THE GERARD GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the THE GERARD GROUP, INC. 401(k) plan — and how to find and check your own account.
The THE GERARD GROUP, INC. 401(k) on its latest Form 5500
THE GERARD GROUP, INC. (EIN 83-4027721) reports THE GERARD GROUP, INC. TA VIRGINIA DINER 401(K) PLAN on its most recent Form 5500, with $884K in plan assets across 234 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 THE GERARD GROUP, INC. filing — schedules, fees, and providers.
Who runs the THE GERARD GROUP, INC. 401(k)?
THE GERARD GROUP, 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 THE GERARD GROUP, INC.HR for the recordkeeper’s name and login.
How to check your THE GERARD GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE GERARD GROUP, 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).