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J ERIC MORENO INSURANCE AGENCY I 401(k) Plan

What public Form 5500 filings show about the J ERIC MORENO INSURANCE AGENCY I 401(k) plan — and how to find and check your own account.

Plan assets
$582K
Participants
13
Plans on file
1

The J ERIC MORENO INSURANCE AGENCY I 401(k) on its latest Form 5500

J ERIC MORENO INSURANCE AGENCY I (EIN 20-1144697) reports J ERIC MORENO INSURANCE AGENCY INC 401(K) P/S PLAN on its most recent Form 5500, with $582K in plan assets across 13 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 J ERIC MORENO INSURANCE AGENCY I filing — schedules, fees, and providers.

Who runs the J ERIC MORENO INSURANCE AGENCY I 401(k)?

J ERIC MORENO INSURANCE AGENCY I’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 J ERIC MORENO INSURANCE AGENCY IHR for the recordkeeper’s name and login.

How to check your J ERIC MORENO INSURANCE AGENCY I 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask J ERIC MORENO INSURANCE AGENCY I 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: J ERIC MORENO INSURANCE AGENCY I — all Form 5500 filings (EIN 20-1144697) · Nevada employer EIN lookup · Form 5500 search
J ERIC MORENO INSURANCE AGENCY I 401(k) Plan — Form 5500