KATHY SCOTT INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the KATHY SCOTT INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The KATHY SCOTT INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
KATHY SCOTT INSURANCE AGENCY, INC. (EIN 02-0663666) reports KATHY SCOTT INSURANCE AGENCY, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $303K in plan assets across 11 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 KATHY SCOTT INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the KATHY SCOTT INSURANCE AGENCY, INC. 401(k)?
KATHY SCOTT 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 KATHY SCOTT INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your KATHY SCOTT INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KATHY SCOTT 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).