JEFF Dooley, Inc. DBA Dooley SER 401(k) Plan

The JEFF Dooley, Inc. DBA Dooley SER 401(k) on its latest Form 5500

JEFF Dooley, Inc. DBA Dooley SER (EIN 20-8667302) reports JEFF DOOLEY, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $67K in plan assets across 10 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 JEFF Dooley, Inc. DBA Dooley SER filing — schedules, fees, and providers.

Who runs the JEFF Dooley, Inc. DBA Dooley SER 401(k)?

JEFF Dooley, Inc. DBA Dooley SER’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 JEFF Dooley, Inc. DBA Dooley SERHR for the recordkeeper’s name and login.

How to check your JEFF Dooley, Inc. DBA Dooley SER 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask JEFF Dooley, Inc. DBA Dooley SER 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).