ERB & YOUNG INSURANCE, INC. 401(k) Plan
What public Form 5500 filings show about the ERB & YOUNG INSURANCE, INC. 401(k) plan — and how to find and check your own account.
The ERB & YOUNG INSURANCE, INC. 401(k) on its latest Form 5500
ERB & YOUNG INSURANCE, INC. (EIN 27-4977510) reports ERB & YOUNG INSURANCE, INC. 401(K) PLAN on its most recent Form 5500, with $187K in plan assets across 23 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 ERB & YOUNG INSURANCE, INC. filing — schedules, fees, and providers.
Who runs the ERB & YOUNG INSURANCE, INC. 401(k)?
ERB & YOUNG INSURANCE, 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 ERB & YOUNG INSURANCE, INC.HR for the recordkeeper’s name and login.
How to check your ERB & YOUNG INSURANCE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ERB & YOUNG INSURANCE, 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).
