What public Form 5500 filings show about the Jones & Jones CPAS PC 401(k) plan — and how to find and check your own account.
Jones & Jones CPAS PC (EIN 20-2794813) reports JONES & JONES CPAS PC on its most recent Form 5500, with $327K in plan assets across 11 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 Jones & Jones CPAS PC filing — schedules, fees, and providers.
Jones & Jones CPAS PC’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 Jones & Jones CPAS PCHR for the recordkeeper’s name and login.
