What public Form 5500 filings show about the Dylan Schaefer Insurance Agency, LLC 401(k) plan — and how to find and check your own account.
Dylan Schaefer Insurance Agency, LLC (EIN 46-0795412) reports DYLAN SCHAEFER INSURANCE AGENCY, LLC 401(K) PLAN on its most recent Form 5500, with $230K in plan assets across 6 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 Dylan Schaefer Insurance Agency, LLC filing — schedules, fees, and providers.
Dylan Schaefer Insurance Agency, LLC’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 Dylan Schaefer Insurance Agency, LLCHR for the recordkeeper’s name and login.
