Katee Lofits Insurace Agency, Inc. 401(k) Plan

The Katee Lofits Insurace Agency, Inc. 401(k) on its latest Form 5500

Katee Lofits Insurace Agency, Inc. (EIN 82-3128344) reports KATEE LOFITS INSURACE AGENCY, INC. on its most recent Form 5500, with $168K in plan assets across 7 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 Katee Lofits Insurace Agency, Inc. filing — schedules, fees, and providers.

Who runs the Katee Lofits Insurace Agency, Inc. 401(k)?

Katee Lofits Insurace 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 Katee Lofits Insurace Agency, Inc.HR for the recordkeeper’s name and login.

How to check your Katee Lofits Insurace Agency, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Katee Lofits Insurace 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).