LA CAVA, JACOBSON & GOODIS, P.A. 401(k) Plan
What public Form 5500 filings show about the LA CAVA, JACOBSON & GOODIS, P.A. 401(k) plan — and how to find and check your own account.
The LA CAVA, JACOBSON & GOODIS, P.A. 401(k) on its latest Form 5500
LA CAVA, JACOBSON & GOODIS, P.A. (EIN 27-2360538) reports LA CAVA, JACOBSON & GOODIS, P.A. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $12.7M in plan assets across 179 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 LA CAVA, JACOBSON & GOODIS, P.A. filing — schedules, fees, and providers.
Who runs the LA CAVA, JACOBSON & GOODIS, P.A. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your LA CAVA, JACOBSON & GOODIS, P.A. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SYNOVUS TRUST.
How to check your LA CAVA, JACOBSON & GOODIS, P.A. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask LA CAVA, JACOBSON & GOODIS, P.A. 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).