What public Form 5500 filings show about the Dan Charles Agency Co Inc. 401(k) plan — and how to find and check your own account.
Dan Charles Agency Co Inc. (EIN 91-0912311) reports DAN CHARLES AGENCY CO INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $287K in plan assets across 9 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 Dan Charles Agency Co Inc. filing — schedules, fees, and providers.
Dan Charles Agency Co 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 Dan Charles Agency Co Inc.HR for the recordkeeper’s name and login.
