LOFTIS INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the LOFTIS INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The LOFTIS INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
LOFTIS INSURANCE AGENCY, INC. (EIN 46-4146897) reports LOFTIS INSURANCE AGENCY, INC 401(K) PLAN on its most recent Form 5500, with $949K in plan assets across 8 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 LOFTIS INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the LOFTIS INSURANCE AGENCY, INC. 401(k)?
LOFTIS 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 LOFTIS INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your LOFTIS INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LOFTIS 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).