BOBBY LEWIS INSURANCE, INC. 401(k) Plan
What public Form 5500 filings show about the BOBBY LEWIS INSURANCE, INC. 401(k) plan — and how to find and check your own account.
The BOBBY LEWIS INSURANCE, INC. 401(k) on its latest Form 5500
BOBBY LEWIS INSURANCE, INC. (EIN 26-3861846) reports BOBBY LEWIS INSURANCE COMPANY 401(K) PLAN on its most recent Form 5500, with $569K in plan assets across 10 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 BOBBY LEWIS INSURANCE, INC. filing — schedules, fees, and providers.
Who runs the BOBBY LEWIS INSURANCE, INC. 401(k)?
BOBBY LEWIS INSURANCE, 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 BOBBY LEWIS INSURANCE, INC.HR for the recordkeeper’s name and login.
How to check your BOBBY LEWIS INSURANCE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BOBBY LEWIS INSURANCE, 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).