Jacoby Life & Pension Planners, Inc. 401(k) Plan

The Jacoby Life & Pension Planners, Inc. 401(k) on its latest Form 5500

Jacoby Life & Pension Planners, Inc. (EIN 11-2110800) reports JACOBY LIFE & PENSION PLANNERS, INC. SAVINGS PLAN on its most recent Form 5500, with $7.2M in plan assets across 5 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 Jacoby Life & Pension Planners, Inc. filing — schedules, fees, and providers.

Who runs the Jacoby Life & Pension Planners, Inc. 401(k)?

Jacoby Life & Pension Planners, 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 Jacoby Life & Pension Planners, Inc.HR for the recordkeeper’s name and login.

How to check your Jacoby Life & Pension Planners, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Jacoby Life & Pension Planners, 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).