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Llyrena Sherwood Insurance Agency Inc. 401(k) Plan

What public Form 5500 filings show about the Llyrena Sherwood Insurance Agency Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$534K
Participants
5
Plans on file
1

The Llyrena Sherwood Insurance Agency Inc. 401(k) on its latest Form 5500

Llyrena Sherwood Insurance Agency Inc. (EIN 85-4154343) reports LLYRENA SHERWOOD INSURANCE AGENCY 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $534K 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 Llyrena Sherwood Insurance Agency Inc. filing — schedules, fees, and providers.

Who runs the Llyrena Sherwood Insurance Agency Inc. 401(k)?

Llyrena Sherwood 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 Llyrena Sherwood Insurance Agency Inc.HR for the recordkeeper’s name and login.

How to check your Llyrena Sherwood Insurance Agency Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Llyrena Sherwood 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: Llyrena Sherwood Insurance Agency Inc. — all Form 5500 filings (EIN 85-4154343) · Arizona employer EIN lookup · Form 5500 search
Llyrena Sherwood Insurance Agency Inc. 401(k) Plan — Form 5500