Dean, Jacobson Financial Services, LLC 401(k) Plan

The Dean, Jacobson Financial Services, LLC 401(k) on its latest Form 5500

Dean, Jacobson Financial Services, LLC (EIN 75-1495851) reports DEAN, JACOBSON FINANCIAL SERVICES, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.3M in plan assets across 9 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 Dean, Jacobson Financial Services, LLC filing — schedules, fees, and providers.

Who runs the Dean, Jacobson Financial Services, LLC 401(k)?

Dean, Jacobson Financial Services, LLC’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 Dean, Jacobson Financial Services, LLCHR for the recordkeeper’s name and login.

How to check your Dean, Jacobson Financial Services, LLC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Dean, Jacobson Financial Services, LLC 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).