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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ALAN EVERTON INSURANCE AGENCY, INC. 401(k) Plan

What public Form 5500 filings show about the ALAN EVERTON INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$234K
Participants
3
Plans on file
1

The ALAN EVERTON INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

ALAN EVERTON INSURANCE AGENCY, INC. (EIN 59-3636065) reports ALAN EVERTON INSURANCE AGENCY INC 401(K) PSP on its most recent Form 5500, with $234K 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 ALAN EVERTON INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the ALAN EVERTON INSURANCE AGENCY, INC. 401(k)?

ALAN EVERTON INSURANCE AGENCY, 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 ALAN EVERTON INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your ALAN EVERTON INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ALAN EVERTON INSURANCE AGENCY, 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).
More on this employer: ALAN EVERTON INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 59-3636065) · Florida employer EIN lookup · Form 5500 search
ALAN EVERTON INSURANCE AGENCY, INC. 401(k) Plan — Form 5500