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GERARDO CARBAJAL INSURANCE AGENCY INC 401(k) Plan

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

Plan assets
$93K
Participants
5
Plans on file
1

The GERARDO CARBAJAL INSURANCE AGENCY INC 401(k) on its latest Form 5500

GERARDO CARBAJAL INSURANCE AGENCY INC (EIN 02-0645199) reports GERARDO CARBAJAL INSURANCE AGENCY INC 401(K) PLAN on its most recent Form 5500, with $93K in plan assets across 5 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 GERARDO CARBAJAL INSURANCE AGENCY INC filing — schedules, fees, and providers.

Who runs the GERARDO CARBAJAL INSURANCE AGENCY INC 401(k)?

GERARDO CARBAJAL 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 GERARDO CARBAJAL INSURANCE AGENCY INCHR for the recordkeeper’s name and login.

How to check your GERARDO CARBAJAL INSURANCE AGENCY INC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask GERARDO CARBAJAL 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: GERARDO CARBAJAL INSURANCE AGENCY INC — all Form 5500 filings (EIN 02-0645199) · California employer EIN lookup · Form 5500 search
GERARDO CARBAJAL INSURANCE AGENCY INC 401(k) Plan — Form 5500