What public Form 5500 filings show about the Jacob Jensen & Associates 401(k) plan — and how to find and check your own account.
Jacob Jensen & Associates (EIN 84-4000221) reports JACOB JENSEN & ASSOCIATES 401(K) PLAN on its most recent Form 5500, with $585K in plan assets across 37 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 Jacob Jensen & Associates filing — schedules, fees, and providers.
Jacob Jensen & Associates’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 Jacob Jensen & AssociatesHR for the recordkeeper’s name and login.
