Jacobs LEVY Equity Management, Inc. 401(k) Plan

The Jacobs LEVY Equity Management, Inc. 401(k) on its latest Form 5500

Jacobs LEVY Equity Management, Inc. (EIN 22-2774695) reports JACOBS LEVY EQUITY MANAGEMENT, INC. PROFIT SHARING AND 401(K) PLAN AND TRUST on its most recent Form 5500, with $41.6M in plan assets across 67 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 Jacobs LEVY Equity Management, Inc. filing — schedules, fees, and providers.

Who runs the Jacobs LEVY Equity Management, Inc. 401(k)?

Jacobs LEVY Equity Management, Inc.’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 Jacobs LEVY Equity Management, Inc.HR for the recordkeeper’s name and login.

How to check your Jacobs LEVY Equity Management, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jacobs LEVY Equity Management, 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).