JEFFREY WEALTH MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the JEFFREY WEALTH MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The JEFFREY WEALTH MANAGEMENT, INC. 401(k) on its latest Form 5500
JEFFREY WEALTH MANAGEMENT, INC. (EIN 27-1555679) reports JEFFREY WEALTH MANAGEMENT 401(K) PLAN on its most recent Form 5500, with $506K in plan assets across 2 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 JEFFREY WEALTH MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the JEFFREY WEALTH MANAGEMENT, INC. 401(k)?
JEFFREY WEALTH MANAGEMENT, 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 JEFFREY WEALTH MANAGEMENT, INC.HR for the recordkeeper’s name and login.
How to check your JEFFREY WEALTH MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JEFFREY WEALTH MANAGEMENT, INC. 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).