JAY EPSTEIN INS AGENCY INC. 401(k) Plan
What public Form 5500 filings show about the JAY EPSTEIN INS AGENCY INC. 401(k) plan — and how to find and check your own account.
The JAY EPSTEIN INS AGENCY INC. 401(k) on its latest Form 5500
JAY EPSTEIN INS AGENCY INC. (EIN 82-4390455) reports JAY EPSTEIN INS AGCY INC. 401(K) PLAN on its most recent Form 5500, with $79K in plan assets across 5 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 JAY EPSTEIN INS AGENCY INC. filing — schedules, fees, and providers.
Who runs the JAY EPSTEIN INS AGENCY INC. 401(k)?
JAY EPSTEIN INS 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 JAY EPSTEIN INS AGENCY INC.HR for the recordkeeper’s name and login.
How to check your JAY EPSTEIN INS AGENCY INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JAY EPSTEIN INS 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).