What public Form 5500 filings show about the JODI McGraw, SOLE PROP DBA JODI McGraw Consulting 401(k) plan — and how to find and check your own account.
JODI McGraw, SOLE PROP DBA JODI McGraw Consulting (EIN 80-0155305) reports JODI MCGRAW CONSULTING 401K PLAN on its most recent Form 5500, with $843K in plan assets across 3 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 JODI McGraw, SOLE PROP DBA JODI McGraw Consulting filing — schedules, fees, and providers.
JODI McGraw, SOLE PROP DBA JODI McGraw Consulting’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 JODI McGraw, SOLE PROP DBA JODI McGraw ConsultingHR for the recordkeeper’s name and login.
