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The Joseph Ivy Company 401(k) Profit Sharing Plan
The Joseph Ivy Company, Austin TX. Employer ID 742385309, plan number 001. Annual reports on file for 2009 to 2010.
Where the money went
- Filed 2009-2010The Joseph Ivy Company 401(k) Profit Sharing Plan, The Joseph Ivy Company
- 2011Plan renumbered or taken over by a new sponsor to Ji Specialty Services, Inc. 401(k) Profit Sharing Plan
- 2012Assets transferred to York Retirement Savings Plan
- 2019Assets transferred to Sedgwick 401(k) Savings Plan
- TodaySedgwick 401(k) Savings Plan still files. Merrill Lynch,pierce, Fenner, Smith keeps the records. That is where to ask.
Records are kept by Merrill Lynch,pierce, Fenner, Smith, per the 2025 filing.
Worked here?
Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.
Events in the filings
No unusual events.
People in the plan
"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.
Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.