George Petersen Insurance Agency, Inc. 401(k) Plan
What public Form 5500 filings show about the George Petersen Insurance Agency, Inc. 401(k) plan — and how to find and check your own account.
The George Petersen Insurance Agency, Inc. 401(k) on its latest Form 5500
George Petersen Insurance Agency, Inc. (EIN 94-2674185) reports GEORGE PETERSEN INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $34.3M in plan assets across 225 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 George Petersen Insurance Agency, Inc. filing — schedules, fees, and providers.
Who runs the George Petersen Insurance Agency, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your George Petersen Insurance Agency, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EMPOWER ANNUITY INSURANCE O.
How to check your George Petersen Insurance Agency, Inc. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask George Petersen 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).