THE JEFFERSON CPA GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the THE JEFFERSON CPA GROUP, INC. 401(k) plan — and how to find and check your own account.
The THE JEFFERSON CPA GROUP, INC. 401(k) on its latest Form 5500
THE JEFFERSON CPA GROUP, INC. (EIN 45-2540531) reports THE JEFFERSON CPA GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $138K in plan assets across 3 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 THE JEFFERSON CPA GROUP, INC. filing — schedules, fees, and providers.
Who runs the THE JEFFERSON CPA GROUP, INC. 401(k)?
THE JEFFERSON CPA GROUP, 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 THE JEFFERSON CPA GROUP, INC.HR for the recordkeeper’s name and login.
How to check your THE JEFFERSON CPA GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE JEFFERSON CPA GROUP, 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).