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

JAY M. BERGMEIER INSURANCE AGENCY, INC. 401(k) Plan

What public Form 5500 filings show about the JAY M. BERGMEIER INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$136K
Participants
3
Plans on file
1

The JAY M. BERGMEIER INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

JAY M. BERGMEIER INSURANCE AGENCY, INC. (EIN 47-0775302) reports JAY M. BERGMEIER INSURANCE AGENCY, INC 401(K) PLAN on its most recent Form 5500, with $136K in plan assets across 3 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 M. BERGMEIER INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the JAY M. BERGMEIER INSURANCE AGENCY, INC. 401(k)?

JAY M. BERGMEIER 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 JAY M. BERGMEIER INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your JAY M. BERGMEIER INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask JAY M. BERGMEIER 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).
More on this employer: JAY M. BERGMEIER INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 47-0775302) · Nebraska employer EIN lookup · Form 5500 search
JAY M. BERGMEIER INSURANCE AGENCY, INC. 401(k) Plan — Form 5500