JACOBSZOON AND ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the JACOBSZOON AND ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The JACOBSZOON AND ASSOCIATES, INC. 401(k) on its latest Form 5500
JACOBSZOON AND ASSOCIATES, INC. (EIN 82-3984344) reports JACOBSZOON AND ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $502K in plan assets across 8 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 JACOBSZOON AND ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the JACOBSZOON AND ASSOCIATES, INC. 401(k)?
JACOBSZOON AND ASSOCIATES, 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 JACOBSZOON AND ASSOCIATES, INC.HR for the recordkeeper’s name and login.
How to check your JACOBSZOON AND ASSOCIATES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JACOBSZOON AND ASSOCIATES, 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).
