CJK WEALTH ADVISORS, INC. 401(k) Plan
What public Form 5500 filings show about the CJK WEALTH ADVISORS, INC. 401(k) plan — and how to find and check your own account.
The CJK WEALTH ADVISORS, INC. 401(k) on its latest Form 5500
CJK WEALTH ADVISORS, INC. (EIN 86-1354899) reports CJK WEALTH ADVISORS, INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $984K in plan assets across 6 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 CJK WEALTH ADVISORS, INC. filing — schedules, fees, and providers.
Who runs the CJK WEALTH ADVISORS, INC. 401(k)?
CJK WEALTH ADVISORS, 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 CJK WEALTH ADVISORS, INC.HR for the recordkeeper’s name and login.
How to check your CJK WEALTH ADVISORS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CJK WEALTH ADVISORS, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).