David L. Sidle Agency, Inc. 401(k) Plan

The David L. Sidle Agency, Inc. 401(k) on its latest Form 5500

David L. Sidle Agency, Inc. (EIN 16-1097472) reports DAVID L. SIDLE AGENCY, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $723K in plan assets across 8 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 David L. Sidle Agency, Inc. filing — schedules, fees, and providers.

Who runs the David L. Sidle Agency, Inc. 401(k)?

David L. Sidle 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 David L. Sidle Agency, Inc.HR for the recordkeeper’s name and login.

How to check your David L. Sidle Agency, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask David L. Sidle 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).