Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

KATELYN SCHAFFNER INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$6K
Participants
3
Plans on file
1

The KATELYN SCHAFFNER INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

KATELYN SCHAFFNER INSURANCE AGENCY, INC. (EIN 93-1482564) reports KATELYN SCHAFFNER INSURANCE AGENCY 401(K) PLAN on its most recent Form 5500, with $6K 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 KATELYN SCHAFFNER INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the KATELYN SCHAFFNER INSURANCE AGENCY, INC. 401(k)?

KATELYN SCHAFFNER 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 KATELYN SCHAFFNER INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your KATELYN SCHAFFNER INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask KATELYN SCHAFFNER 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: KATELYN SCHAFFNER INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 93-1482564) · New York employer EIN lookup · Form 5500 search
KATELYN SCHAFFNER INSURANCE AGENCY, INC. 401(k) Plan — Form 5500