What public Form 5500 filings show about the Jebtha C. Graham Wealth Management, LLC 401(k) plan — and how to find and check your own account.
Jebtha C. Graham Wealth Management, LLC (EIN 45-3968536) reports JEBTHA C. GRAHAM WEALTH MANAGEMENT 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $673K in plan assets across 6 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 Jebtha C. Graham Wealth Management, LLC filing — schedules, fees, and providers.
Jebtha C. Graham Wealth Management, LLC’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 Jebtha C. Graham Wealth Management, LLCHR for the recordkeeper’s name and login.
