Mackey & Mackey Insurance Agency, Inc. 401(k) Plan

The Mackey & Mackey Insurance Agency, Inc. 401(k) on its latest Form 5500

Mackey & Mackey Insurance Agency, Inc. (EIN 77-0019879) reports MACKEY & MACKEY INSURANCE AGENCY, INC. PROFIT SHARING 401(K) PLAN on its most recent Form 5500, with $4.5M in plan assets across 16 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 Mackey & Mackey Insurance Agency, Inc. filing — schedules, fees, and providers.

Who runs the Mackey & Mackey Insurance Agency, Inc. 401(k)?

Mackey & Mackey 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 Mackey & Mackey Insurance Agency, Inc.HR for the recordkeeper’s name and login.

How to check your Mackey & Mackey Insurance Agency, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Mackey & Mackey 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).