MATT DAVIDSON INS. AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the MATT DAVIDSON INS. AGENCY, INC. 401(k) plan — and how to find and check your own account.
The MATT DAVIDSON INS. AGENCY, INC. 401(k) on its latest Form 5500
MATT DAVIDSON INS. AGENCY, INC. (EIN 47-3225545) reports MATT DAVIDSON INS AGENCY INC 401(K) PLAN on its most recent Form 5500, with $459K in plan assets across 9 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 MATT DAVIDSON INS. AGENCY, INC. filing — schedules, fees, and providers.
Who runs the MATT DAVIDSON INS. AGENCY, INC. 401(k)?
MATT DAVIDSON INS. 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 MATT DAVIDSON INS. AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your MATT DAVIDSON INS. AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MATT DAVIDSON INS. 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).