COURTNEY PAAT INS AGCY, INC. 401(k) Plan
What public Form 5500 filings show about the COURTNEY PAAT INS AGCY, INC. 401(k) plan — and how to find and check your own account.
The COURTNEY PAAT INS AGCY, INC. 401(k) on its latest Form 5500
COURTNEY PAAT INS AGCY, INC. (EIN 02-0710456) reports COURTNEY PAAT INS AGCY, INC. 401K PLAN on its most recent Form 5500, with $359K in plan assets across 14 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 COURTNEY PAAT INS AGCY, INC. filing — schedules, fees, and providers.
Who runs the COURTNEY PAAT INS AGCY, INC. 401(k)?
COURTNEY PAAT INS AGCY, 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 COURTNEY PAAT INS AGCY, INC.HR for the recordkeeper’s name and login.
How to check your COURTNEY PAAT INS AGCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COURTNEY PAAT INS AGCY, 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).