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JAMI SIEGFRIED INSURANCE AGENCY LLC 401(k) Plan

What public Form 5500 filings show about the JAMI SIEGFRIED INSURANCE AGENCY LLC 401(k) plan — and how to find and check your own account.

Plan assets
$151K
Participants
2
Plans on file
1

The JAMI SIEGFRIED INSURANCE AGENCY LLC 401(k) on its latest Form 5500

JAMI SIEGFRIED INSURANCE AGENCY LLC (EIN 46-2680005) reports SIEGFRIED INSURANCE 401(K) PLAN on its most recent Form 5500, with $151K in plan assets across 2 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 JAMI SIEGFRIED INSURANCE AGENCY LLC filing — schedules, fees, and providers.

Who runs the JAMI SIEGFRIED INSURANCE AGENCY LLC 401(k)?

JAMI SIEGFRIED INSURANCE AGENCY LLC’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 JAMI SIEGFRIED INSURANCE AGENCY LLCHR for the recordkeeper’s name and login.

How to check your JAMI SIEGFRIED INSURANCE AGENCY LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask JAMI SIEGFRIED INSURANCE AGENCY LLC 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: JAMI SIEGFRIED INSURANCE AGENCY LLC — all Form 5500 filings (EIN 46-2680005) · Colorado employer EIN lookup · Form 5500 search
JAMI SIEGFRIED INSURANCE AGENCY LLC 401(k) Plan — Form 5500