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

LANCE PAULSON INSURANCE AGENCY I 401(k) Plan

What public Form 5500 filings show about the LANCE PAULSON INSURANCE AGENCY I 401(k) plan — and how to find and check your own account.

Plan assets
$66K
Participants
6
Plans on file
1

The LANCE PAULSON INSURANCE AGENCY I 401(k) on its latest Form 5500

LANCE PAULSON INSURANCE AGENCY I (EIN 77-0695325) reports LANCE PAULSON INSURANCE AGENCY INC on its most recent Form 5500, with $66K 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 LANCE PAULSON INSURANCE AGENCY I filing — schedules, fees, and providers.

Who runs the LANCE PAULSON INSURANCE AGENCY I 401(k)?

LANCE PAULSON INSURANCE AGENCY I’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 LANCE PAULSON INSURANCE AGENCY IHR for the recordkeeper’s name and login.

How to check your LANCE PAULSON INSURANCE AGENCY I 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask LANCE PAULSON INSURANCE AGENCY I 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: LANCE PAULSON INSURANCE AGENCY I — all Form 5500 filings (EIN 77-0695325) · Utah employer EIN lookup · Form 5500 search
LANCE PAULSON INSURANCE AGENCY I 401(k) Plan — Form 5500