What public Form 5500 filings show about the JAZZ Wealth Managers, Inc. 401(k) plan — and how to find and check your own account.
JAZZ Wealth Managers, Inc. (EIN 81-1132642) reports JAZZ WEALTH MANAGERS 401(K) PLAN on its most recent Form 5500, with $471K 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.
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.
