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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

EMORY P. ZIMMER INSURANCE AGENCY, INC. 401(k) Plan

What public Form 5500 filings show about the EMORY P. ZIMMER INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$317K
Participants
9
Plans on file
1

The EMORY P. ZIMMER INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

EMORY P. ZIMMER INSURANCE AGENCY, INC. (EIN 31-0728150) reports EMORY P. ZIMMER INSURANCE AGENCY 401(K) PLAN on its most recent Form 5500, with $317K 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 EMORY P. ZIMMER INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the EMORY P. ZIMMER INSURANCE AGENCY, INC. 401(k)?

EMORY P. ZIMMER INSURANCE 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 EMORY P. ZIMMER INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your EMORY P. ZIMMER INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask EMORY P. ZIMMER INSURANCE 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).
More on this employer: EMORY P. ZIMMER INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 31-0728150) · Ohio employer EIN lookup · Form 5500 search
EMORY P. ZIMMER INSURANCE AGENCY, INC. 401(k) Plan — Form 5500