What public Form 5500 filings show about the W. M. Jordan Company, Inc. 401(k) plan — and how to find and check your own account.
W. M. Jordan Company, Inc. (EIN 54-0637212) reports W.M. JORDAN COMPANY, INC. PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $64.0M in plan assets across 309 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 W. M. Jordan Company, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your W. M. Jordan Company, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLTH ADVISORY SERVICES, GLOBAL RETIREMENT PARTNERS, MORNINGSTAR INVESTMENT MANAGEMENT L.
