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CHARLES H. BILZ INSURANCE AGENCY INC. 401(k) Plan

What public Form 5500 filings show about the CHARLES H. BILZ INSURANCE AGENCY INC. 401(k) plan — and how to find and check your own account.

Plan assets
$4.0M
Participants
16
Plans on file
1

The CHARLES H. BILZ INSURANCE AGENCY INC. 401(k) on its latest Form 5500

CHARLES H. BILZ INSURANCE AGENCY INC. (EIN 61-0576609) reports CHARLES H. BILZ INSURANCE AGENCY 401K PLAN on its most recent Form 5500, with $4.0M in plan assets across 16 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 CHARLES H. BILZ INSURANCE AGENCY INC. filing — schedules, fees, and providers.

Who runs the CHARLES H. BILZ INSURANCE AGENCY INC. 401(k)?

CHARLES H. BILZ 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 CHARLES H. BILZ INSURANCE AGENCY INC.HR for the recordkeeper’s name and login.

How to check your CHARLES H. BILZ INSURANCE AGENCY INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask CHARLES H. BILZ 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: CHARLES H. BILZ INSURANCE AGENCY INC. — all Form 5500 filings (EIN 61-0576609) · Kentucky employer EIN lookup · Form 5500 search
CHARLES H. BILZ INSURANCE AGENCY INC. 401(k) Plan — Form 5500