JAMES GATES INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the JAMES GATES INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The JAMES GATES INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
JAMES GATES INSURANCE AGENCY, INC. (EIN 73-1461823) reports JAMES GATES INSURANCE AGENCY, INC. 401K PLAN on its most recent Form 5500, with $873K 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 JAMES GATES INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the JAMES GATES INSURANCE AGENCY, INC. 401(k)?
JAMES GATES 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 JAMES GATES INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your JAMES GATES INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JAMES GATES 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).