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

J.B. MCCAFFREY INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$61K
Participants
2
Plans on file
1

The J.B. MCCAFFREY INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

J.B. MCCAFFREY INSURANCE AGENCY, INC. (EIN 04-3178049) reports MCCAFFREY INSURANCE AGENCY RETIREMENT PLAN on its most recent Form 5500, with $61K 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 J.B. MCCAFFREY INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the J.B. MCCAFFREY INSURANCE AGENCY, INC. 401(k)?

J.B. MCCAFFREY 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 J.B. MCCAFFREY INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your J.B. MCCAFFREY INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask J.B. MCCAFFREY 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: J.B. MCCAFFREY INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 04-3178049) · Massachusetts employer EIN lookup · Form 5500 search
J.B. MCCAFFREY INSURANCE AGENCY, INC. 401(k) Plan — Form 5500