What public Form 5500 filings show about the Jack A. Stevens, DBA Jack Stevens Financial Services 401(k) plan — and how to find and check your own account.
Jack A. Stevens, DBA Jack Stevens Financial Services (EIN 14-1886106) reports JACK A. STEVENS, DBA JACK STEVENS FINANCIAL SERVICES on its most recent Form 5500, with $89K in plan assets across 2 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 Jack A. Stevens, DBA Jack Stevens Financial Services filing — schedules, fees, and providers.
Jack A. Stevens, DBA Jack Stevens Financial Services’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 Jack A. Stevens, DBA Jack Stevens Financial ServicesHR for the recordkeeper’s name and login.
