GRACIE BERUMEN INSURANCE AGENC 401(k) Plan
What public Form 5500 filings show about the GRACIE BERUMEN INSURANCE AGENC 401(k) plan — and how to find and check your own account.
The GRACIE BERUMEN INSURANCE AGENC 401(k) on its latest Form 5500
GRACIE BERUMEN INSURANCE AGENC (EIN 88-1525599) reports GRACIE BERUMEN INSURANCE AGENC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $14K 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 GRACIE BERUMEN INSURANCE AGENC filing — schedules, fees, and providers.
Who runs the GRACIE BERUMEN INSURANCE AGENC 401(k)?
GRACIE BERUMEN INSURANCE AGENC’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 GRACIE BERUMEN INSURANCE AGENCHR for the recordkeeper’s name and login.
How to check your GRACIE BERUMEN INSURANCE AGENC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask GRACIE BERUMEN INSURANCE AGENC 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).