What public Form 5500 filings show about the Jackson Clinic Professional Association 401(k) plan — and how to find and check your own account.
Jackson Clinic Professional Association (EIN 62-0555660) reports THE JACKSON CLINIC PROFESSIONAL ASSOCIATION REVISED PROFIT SHARING PLAN on its most recent Form 5500, with $169.1M in plan assets across 643 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 Jackson Clinic Professional Association filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jackson Clinic Professional Association 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, FIRST HORIZON ADVISORS.
