What public Form 5500 filings show about the Heffner Insurance Agency Inc. 401(k) plan — and how to find and check your own account.
Heffner Insurance Agency Inc. (EIN 42-1735369) reports HEFFNER 401(K) PLAN on its most recent Form 5500, with $175K in plan assets across 10 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 Heffner Insurance Agency Inc. filing — schedules, fees, and providers.
Heffner 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 Heffner Insurance Agency Inc.HR for the recordkeeper’s name and login.
