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

LEE NORTON AGENCY, INC. 401(k) Plan

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

Plan assets
$302K
Participants
5
Plans on file
1

The LEE NORTON AGENCY, INC. 401(k) on its latest Form 5500

LEE NORTON AGENCY, INC. (EIN 14-1859320) reports LEE NORTON AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $302K in plan assets across 5 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 LEE NORTON AGENCY, INC. filing — schedules, fees, and providers.

Who runs the LEE NORTON AGENCY, INC. 401(k)?

LEE NORTON 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 LEE NORTON AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your LEE NORTON AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask LEE NORTON 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: LEE NORTON AGENCY, INC. — all Form 5500 filings (EIN 14-1859320) · Oklahoma employer EIN lookup · Form 5500 search
LEE NORTON AGENCY, INC. 401(k) Plan — Form 5500