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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

JTW FINANCIAL SERVICES, INC. 401(k) Plan

What public Form 5500 filings show about the JTW FINANCIAL SERVICES, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$5.2M
Participants
5
Plans on file
1

The JTW FINANCIAL SERVICES, INC. 401(k) on its latest Form 5500

JTW FINANCIAL SERVICES, INC. (EIN 68-0601927) reports JTW FINANCIAL SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $5.2M in plan assets across 5 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 JTW FINANCIAL SERVICES, INC. filing — schedules, fees, and providers.

Who runs the JTW FINANCIAL SERVICES, INC. 401(k)?

JTW FINANCIAL SERVICES, 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 JTW FINANCIAL SERVICES, INC.HR for the recordkeeper’s name and login.

How to check your JTW FINANCIAL SERVICES, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask JTW FINANCIAL SERVICES, 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).
More on this employer: JTW FINANCIAL SERVICES, INC. — all Form 5500 filings (EIN 68-0601927) · California employer EIN lookup · Form 5500 search
JTW FINANCIAL SERVICES, INC. 401(k) Plan — Form 5500