JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS 401(k) Plan
What public Form 5500 filings show about the JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS 401(k) plan — and how to find and check your own account.
The JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS 401(k) on its latest Form 5500
JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS (EIN 46-0791041) reports HERITAGE INSURANCE PARTNERS 401(K) PLAN on its most recent Form 5500, with $21K in plan assets across 8 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 JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS filing — schedules, fees, and providers.
Who runs the JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS 401(k)?
JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS’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 JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERSHR for the recordkeeper’s name and login.
How to check your JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JIM BOCRIE JR AGENCY, INC. DBA HERITAGE INSURANCE PARTNERS 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).