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

JC TAX AND ADVISORY, PC 401(k) Plan

What public Form 5500 filings show about the JC TAX AND ADVISORY, PC 401(k) plan — and how to find and check your own account.

Plan assets
$39K
Participants
9
Plans on file
1

The JC TAX AND ADVISORY, PC 401(k) on its latest Form 5500

JC TAX AND ADVISORY, PC (EIN 99-2926075) reports JC TAX AND ADVISORY, PC 401(K) PLAN on its most recent Form 5500, with $39K 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 JC TAX AND ADVISORY, PC filing — schedules, fees, and providers.

Who runs the JC TAX AND ADVISORY, PC 401(k)?

JC TAX AND ADVISORY, PC’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 JC TAX AND ADVISORY, PCHR for the recordkeeper’s name and login.

How to check your JC TAX AND ADVISORY, PC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask JC TAX AND ADVISORY, PC 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: JC TAX AND ADVISORY, PC — all Form 5500 filings (EIN 99-2926075) · California employer EIN lookup · Form 5500 search
JC TAX AND ADVISORY, PC 401(k) Plan — Form 5500