JACOBSON HOLDINGS, INC. 401(k) Plan
What public Form 5500 filings show about the JACOBSON HOLDINGS, INC. 401(k) plan — and how to find and check your own account.
The JACOBSON HOLDINGS, INC. 401(k) on its latest Form 5500
JACOBSON HOLDINGS, INC. (EIN 83-2239067) reports JACOBSON HOLDINGS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $15.1M in plan assets across 631 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 HOLDINGS, INC. filing — schedules, fees, and providers.
Who runs the JACOBSON HOLDINGS, INC. 401(k)?
JACOBSON HOLDINGS, 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 JACOBSON HOLDINGS, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, TPP RETIREMENT PLAN SPECIALISTS.
How to check your JACOBSON HOLDINGS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JACOBSON HOLDINGS, 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).