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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

J. JAMES WOLFE AGENCY INC. 401(k) Plan

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

Plan assets
$15K
Participants
7
Plans on file
1

The J. JAMES WOLFE AGENCY INC. 401(k) on its latest Form 5500

J. JAMES WOLFE AGENCY INC. (EIN 16-1585248) reports J. JAMES WOLFE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $15K in plan assets across 7 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. JAMES WOLFE AGENCY INC. filing — schedules, fees, and providers.

Who runs the J. JAMES WOLFE AGENCY INC. 401(k)?

J. JAMES WOLFE 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 J. JAMES WOLFE AGENCY INC.HR for the recordkeeper’s name and login.

How to check your J. JAMES WOLFE AGENCY INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask J. JAMES WOLFE 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: J. JAMES WOLFE AGENCY INC. — all Form 5500 filings (EIN 16-1585248) · New York employer EIN lookup · Form 5500 search
J. JAMES WOLFE AGENCY INC. 401(k) Plan — Form 5500