JACOB YOUNG FINANCIAL SERVICES 401(k) Plan
What public Form 5500 filings show about the JACOB YOUNG FINANCIAL SERVICES 401(k) plan — and how to find and check your own account.
The JACOB YOUNG FINANCIAL SERVICES 401(k) on its latest Form 5500
JACOB YOUNG FINANCIAL SERVICES (EIN 46-4573994) reports JACOB YOUNG FINANCIAL SERVICES 401(K) PLAN on its most recent Form 5500, with $503K in plan assets across 10 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 YOUNG FINANCIAL SERVICES filing — schedules, fees, and providers.
Who runs the JACOB YOUNG FINANCIAL SERVICES 401(k)?
JACOB YOUNG 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 JACOB YOUNG FINANCIAL SERVICESHR for the recordkeeper’s name and login.
How to check your JACOB YOUNG FINANCIAL SERVICES 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JACOB YOUNG FINANCIAL SERVICES 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).