What public Form 5500 filings show about the Cassity Jones, Inc. 401(k) plan — and how to find and check your own account.
Cassity Jones, Inc. (EIN 75-1233511) reports CASSITY JONES, INC. 401K EMPLOYEE PLAN AND TRUST on its most recent Form 5500, with $6.0M in plan assets across 133 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 Cassity Jones, Inc. filing — schedules, fees, and providers.
Cassity Jones, 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 Cassity Jones, Inc.HR for the recordkeeper’s name and login.
