JIM HARTMAN INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the JIM HARTMAN INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The JIM HARTMAN INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
JIM HARTMAN INSURANCE AGENCY, INC. (EIN 42-1565971) reports JIM HARTMAN INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $137K 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 JIM HARTMAN INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the JIM HARTMAN INSURANCE AGENCY, INC. 401(k)?
JIM HARTMAN 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 JIM HARTMAN INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your JIM HARTMAN INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JIM HARTMAN 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).