DOUGLAS AND LANIER AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the DOUGLAS AND LANIER AGENCY, INC. 401(k) plan — and how to find and check your own account.
The DOUGLAS AND LANIER AGENCY, INC. 401(k) on its latest Form 5500
DOUGLAS AND LANIER AGENCY, INC. (EIN 81-1092348) reports DOUGLAS & LANIER AGENCY 401(K) PLAN on its most recent Form 5500, with $328K in plan assets across 10 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 DOUGLAS AND LANIER AGENCY, INC. filing — schedules, fees, and providers.
Who runs the DOUGLAS AND LANIER AGENCY, INC. 401(k)?
DOUGLAS AND LANIER 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 DOUGLAS AND LANIER AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your DOUGLAS AND LANIER AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DOUGLAS AND LANIER 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).