JACKSON HEWITT TAX SERVICE INC. 401(k) Plan
What public Form 5500 filings show about the JACKSON HEWITT TAX SERVICE INC. 401(k) plan — and how to find and check your own account.
The JACKSON HEWITT TAX SERVICE INC. 401(k) on its latest Form 5500
JACKSON HEWITT TAX SERVICE INC. (EIN 20-0779692) reports JACKSON HEWITT EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $65.8M in plan assets across 1,066 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 HEWITT TAX SERVICE INC. filing — schedules, fees, and providers.
Who runs the JACKSON HEWITT TAX SERVICE INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your JACKSON HEWITT TAX SERVICE INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, ADVUS FINANCIAL PARTNERS.
How to check your JACKSON HEWITT TAX SERVICE INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask JACKSON HEWITT TAX SERVICE 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).