What public Form 5500 filings show about the Jackson, Hall and Associates, PLLC 401(k) plan — and how to find and check your own account.
Jackson, Hall and Associates, PLLC (EIN 47-4157942) reports JACKSON, HALL AND ASSOCIATES, PLLC PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $3.8M in plan assets across 26 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, Hall and Associates, PLLC filing — schedules, fees, and providers.
Jackson, Hall and Associates, PLLC’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 Jackson, Hall and Associates, PLLCHR for the recordkeeper’s name and login.
