What public Form 5500 filings show about the McCarthy Jacobs and Associates 401(k) plan — and how to find and check your own account.
McCarthy Jacobs and Associates (EIN 92-0832312) reports MCCARTHY JACOBS AND ASSOCIATES 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $4.6M in plan assets across 30 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 McCarthy Jacobs and Associates filing — schedules, fees, and providers.
McCarthy Jacobs and Associates’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 McCarthy Jacobs and AssociatesHR for the recordkeeper’s name and login.
