Zacks Investment Research, Inc. 401(k) Plan
What public Form 5500 filings show about the Zacks Investment Research, Inc. 401(k) plan — and how to find and check your own account.
The Zacks Investment Research, Inc. 401(k) on its latest Form 5500
Zacks Investment Research, Inc. (EIN 36-3108701) reports ZACKS INVESTMENT RESEARCH, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $38.3M in plan assets across 285 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 Zacks Investment Research, Inc. filing — schedules, fees, and providers.
Who runs the Zacks Investment Research, Inc. 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Zacks Investment Research, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NORTHWESTERN MUTUAL.
How to check your Zacks Investment Research, Inc. 401(k)
- Log in to John Hancock’s participant portal (the site on your statements).
- Ask Zacks Investment Research, 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).