Balcom Agency, L.L.C. 401(k) Plan

The Balcom Agency, L.L.C. 401(k) on its latest Form 5500

Balcom Agency, L.L.C. (EIN 46-3996420) reports THE BALCOM AGENCY 401(K) PLAN & TRUST on its most recent Form 5500, with $8.1M in plan assets across 48 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 Balcom Agency, L.L.C. filing — schedules, fees, and providers.

Who runs the Balcom Agency, L.L.C. 401(k)?

Balcom Agency, L.L.C.’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 Balcom Agency, L.L.C.HR for the recordkeeper’s name and login.

How to check your Balcom Agency, L.L.C. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Balcom Agency, L.L.C. 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).