CANDI WILLIAMS INSURANCE AGENCY 401(k) Plan
What public Form 5500 filings show about the CANDI WILLIAMS INSURANCE AGENCY 401(k) plan — and how to find and check your own account.
The CANDI WILLIAMS INSURANCE AGENCY 401(k) on its latest Form 5500
CANDI WILLIAMS INSURANCE AGENCY (EIN 46-4555949) reports CANDI WILLIAMS INSURANCE AGENCY 401(K) PLAN on its most recent Form 5500, with $139K in plan assets across 5 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 CANDI WILLIAMS INSURANCE AGENCY filing — schedules, fees, and providers.
Who runs the CANDI WILLIAMS INSURANCE AGENCY 401(k)?
CANDI WILLIAMS INSURANCE AGENCY’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 CANDI WILLIAMS INSURANCE AGENCYHR for the recordkeeper’s name and login.
How to check your CANDI WILLIAMS INSURANCE AGENCY 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CANDI WILLIAMS INSURANCE AGENCY 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).