What public Form 5500 filings show about the Jacobson Jarvis and Co PLLC 401(k) plan — and how to find and check your own account.
Jacobson Jarvis and Co PLLC (EIN 91-2011386) reports JACOBSON JARVIS AND CO PLLC 401K on its most recent Form 5500, with $382K in plan assets across 38 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 Jarvis and Co PLLC filing — schedules, fees, and providers.
Jacobson Jarvis and Co 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 Jarvis and Co PLLCHR for the recordkeeper’s name and login.
