What public Form 5500 filings show about the Jacobson Burton Kelley PLLC 401(k) plan — and how to find and check your own account.
Jacobson Burton Kelley PLLC (EIN 46-4414248) reports JACOBSON BURTON 401K PLAN on its most recent Form 5500, with $2.2M in plan assets across 3 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 Jacobson Burton Kelley PLLC filing — schedules, fees, and providers.
Jacobson Burton Kelley 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 Jacobson Burton Kelley PLLCHR for the recordkeeper’s name and login.
