What public Form 5500 filings show about the Jeffcoat & Jeffcoat LLC 401(k) plan — and how to find and check your own account.
Jeffcoat & Jeffcoat LLC (EIN 47-5620846) reports JEFFCOAT & JEFFCOAT INSURANCE 401(K) PLAN on its most recent Form 5500, with $119K in plan assets across 44 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 Jeffcoat & Jeffcoat LLC filing — schedules, fees, and providers.
Jeffcoat & Jeffcoat 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 Jeffcoat & Jeffcoat LLCHR for the recordkeeper’s name and login.
