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

JAZZ WEALTH MANAGERS, INC. 401(k) Plan

What public Form 5500 filings show about the JAZZ WEALTH MANAGERS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$309K
Participants
9
Plans on file
2

The JAZZ WEALTH MANAGERS, INC. 401(k) on its latest Form 5500

JAZZ WEALTH MANAGERS, INC. (EIN 81-1132642) reports JAZZ WEALTH MANAGERS 401(K) PLAN on its most recent Form 5500, with $309K in plan assets across 9 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 JAZZ WEALTH MANAGERS, INC. filing — schedules, fees, and providers.

Who runs the JAZZ WEALTH MANAGERS, INC. 401(k)?

JAZZ WEALTH MANAGERS, 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 JAZZ WEALTH MANAGERS, INC.HR for the recordkeeper’s name and login.

How to check your JAZZ WEALTH MANAGERS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask JAZZ WEALTH MANAGERS, 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).
More on this employer: JAZZ WEALTH MANAGERS, INC. — all Form 5500 filings (EIN 81-1132642) · Florida employer EIN lookup · Form 5500 search
JAZZ WEALTH MANAGERS, INC. 401(k) Plan — Form 5500