What public Form 5500 filings show about the Persson, Cohen, Mooney, Fernandez & Jackson, PA 401(k) plan — and how to find and check your own account.
Persson, Cohen, Mooney, Fernandez & Jackson, PA (EIN 26-0024449) reports PERSSON, COHEN, MOONEY, FERNANDEZ & JACKSON, PA 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $2.8M in plan assets across 6 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 Persson, Cohen, Mooney, Fernandez & Jackson, PA filing — schedules, fees, and providers.
Persson, Cohen, Mooney, Fernandez & Jackson, PA’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 Persson, Cohen, Mooney, Fernandez & Jackson, PAHR for the recordkeeper’s name and login.
