Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

JAFFERY INSURANCE & FINANCIAL SE 401(k) Plan

What public Form 5500 filings show about the JAFFERY INSURANCE & FINANCIAL SE 401(k) plan — and how to find and check your own account.

Plan assets
$16K
Participants
19
Plans on file
1

The JAFFERY INSURANCE & FINANCIAL SE 401(k) on its latest Form 5500

JAFFERY INSURANCE & FINANCIAL SE (EIN 47-1215917) reports JAFFERY INSURANCE 401(K) on its most recent Form 5500, with $16K in plan assets across 19 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 JAFFERY INSURANCE & FINANCIAL SE filing — schedules, fees, and providers.

Who runs the JAFFERY INSURANCE & FINANCIAL SE 401(k)?

JAFFERY INSURANCE & FINANCIAL SE’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 JAFFERY INSURANCE & FINANCIAL SEHR for the recordkeeper’s name and login.

How to check your JAFFERY INSURANCE & FINANCIAL SE 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask JAFFERY INSURANCE & FINANCIAL SE 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).
More on this employer: JAFFERY INSURANCE & FINANCIAL SE — all Form 5500 filings (EIN 47-1215917) · Nebraska employer EIN lookup · Form 5500 search
JAFFERY INSURANCE & FINANCIAL SE 401(k) Plan — Form 5500