Jep Management 401(k) Plan: Login, Facts & Contact Information

Jep Management 401(k) Plan Facts

Plan name
JEP MANAGEMENT & AFFILIATES 401(K) PLAN
Plan type
401(k) with employer contributions
Plan sponsor
JEP MANAGEMENT, INC.
Participants
692 (378 active employees)
Former employees with a balance
182
Plan assets
$58,279,734 at Dec 31, 2024
Average account balance
$105,963 across 550 accounts
Employer contributions
$1,303,279 in plan year 2024 (28% of all contributions)
Recordkeeper
Fidelity Investments Institutional
Plan year
Jan 1, 2024 – Dec 31, 2024
Plan established
Nov 1, 1992
✓ Employer contributions✓ Automatic enrollment✓ Default investment for undecided participants✓ Participants choose their own investments— Self-directed brokerage window— Profit sharing— Company stock (ESOP)

Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Jul 31, 2025. Public filing with the U.S. Department of Labor.

Money in and out in plan year 2024

  • $4.69 million went into the plan in contributions, $1.30 million of it from the employer (28%).
  • $7.93 million was paid out to participants.
  • Investment and other income added $7.69 million.
  • Administrative expenses were $27,260, about $50 per account.

How the Jep Management 401(k) changed, 2019–2024

Plan yearParticipantsPlan assetsEmployer contributionsBenefits paid
2019719$50.3 million$1.36 million$9.29 million
2020797$53.2 million$987,765$8.53 million
2021652$56.0 million$1.03 million$8.19 million
2022670$45.9 million$1.11 million$4.42 million
2023684$53.9 million$1.24 million$4.27 million
2024692$58.3 million$1.30 million$7.93 million

Jep Management 401(k) Contact Information

Phone
610-658-0888
Mailing address
101 H CHERRY LANE, WYNNEWOOD PA 19096
Plan sponsor
JEP MANAGEMENT, INC.
Employer identification number (EIN)
23-2589880
Plan number
001

Questions about the Jep Management 401(k)

Does Jep Management contribute to the 401(k)?

Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $1.30 million, 28% of all contributions.

Does the Jep Management 401(k) have automatic enrollment?

Yes. The plan reports automatic enrollment of eligible employees.

How many people are in the Jep Management 401(k) plan?

692 participants at the start of plan year 2024, 378 of them active employees, and 182 former employees who still had money in the plan.

What is the average 401(k) balance at Jep Management?

About $105,963 per account: $58.3 million in plan assets across 550 accounts with a balance at the end of plan year 2024.

Who manages the Jep Management 401(k) accounts?

Fidelity NetBenefits (listed on the filing as FIDELITY INVESTMENTS INSTITUTIONAL) is the plan's recordkeeper, which is where participants log in to see their balance.

I no longer work at Jep Management. How do I access my 401(k)?

Your account stays with Fidelity NetBenefits after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.

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