What public Form 5500 filings show about the Trader Joe's Company 401(k) plan — and how to find and check your own account.
Trader Joe's Company (EIN 95-1987958) reports TRADER JOE'S COMPANY RETIREMENT PLAN on its most recent Form 5500, with $3.2B in plan assets across 64,951 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 Trader Joe's Company 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Trader Joe's Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC CAPITAL MARKETS.
