CHOICE INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the CHOICE INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The CHOICE INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
CHOICE INSURANCE AGENCY, INC. (EIN 04-3173055) reports CHOICE INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $3.0M in plan assets across 20 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 CHOICE INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the CHOICE INSURANCE AGENCY, INC. 401(k)?
CHOICE 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 CHOICE INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your CHOICE INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CHOICE 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).
