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BRAD MARX INS AGENCY, INC 401(k) Plan

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

Plan assets
$263K
Participants
7
Plans on file
1

The BRAD MARX INS AGENCY, INC 401(k) on its latest Form 5500

BRAD MARX INS AGENCY, INC (EIN 41-2043476) reports BRAD MARX AGENCY 401(K) PLAN on its most recent Form 5500, with $263K in plan assets across 7 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 BRAD MARX INS AGENCY, INC filing — schedules, fees, and providers.

Who runs the BRAD MARX INS AGENCY, INC 401(k)?

BRAD MARX INS 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 BRAD MARX INS AGENCY, INCHR for the recordkeeper’s name and login.

How to check your BRAD MARX INS AGENCY, INC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask BRAD MARX INS 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: BRAD MARX INS AGENCY, INC — all Form 5500 filings (EIN 41-2043476) · Wisconsin employer EIN lookup · Form 5500 search
BRAD MARX INS AGENCY, INC 401(k) Plan — Form 5500