KEVIN NEAL INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the KEVIN NEAL INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The KEVIN NEAL INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
KEVIN NEAL INSURANCE AGENCY, INC. (EIN 90-0015920) reports KEVIN NEAL INSURANCE AGENCY, INC 401(K) PLAN on its most recent Form 5500, with $762K in plan assets across 6 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 KEVIN NEAL INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the KEVIN NEAL INSURANCE AGENCY, INC. 401(k)?
KEVIN NEAL 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 KEVIN NEAL INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your KEVIN NEAL INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask KEVIN NEAL 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).