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

ALAN WILLIAMS & ASSOC INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$3.7M
Participants
20
Plans on file
1

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

ALAN WILLIAMS & ASSOC INSURANCE AGENCY, INC. (EIN 26-0880228) reports ALAN WILLIAMS & ASSOCIATES INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $3.7M in plan assets across 20 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 WILLIAMS & ASSOC INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the ALAN WILLIAMS & ASSOC INSURANCE AGENCY, INC. 401(k)?

ALAN WILLIAMS & ASSOC 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 WILLIAMS & ASSOC INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your ALAN WILLIAMS & ASSOC INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ALAN WILLIAMS & ASSOC 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 WILLIAMS & ASSOC INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 26-0880228) · Florida employer EIN lookup · Form 5500 search
ALAN WILLIAMS & ASSOC INSURANCE AGENCY, INC. 401(k) Plan — Form 5500