MATT FITZPATRICK INSURANCE AGENC 401(k) Plan
What public Form 5500 filings show about the MATT FITZPATRICK INSURANCE AGENC 401(k) plan — and how to find and check your own account.
The MATT FITZPATRICK INSURANCE AGENC 401(k) on its latest Form 5500
MATT FITZPATRICK INSURANCE AGENC (EIN 84-4373920) reports MATT FITZPATRICK INSURANCE AGENCY on its most recent Form 5500, with $164K in plan assets across 10 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 FITZPATRICK INSURANCE AGENC filing — schedules, fees, and providers.
Who runs the MATT FITZPATRICK INSURANCE AGENC 401(k)?
MATT FITZPATRICK INSURANCE AGENC’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 FITZPATRICK INSURANCE AGENCHR for the recordkeeper’s name and login.
How to check your MATT FITZPATRICK INSURANCE AGENC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MATT FITZPATRICK INSURANCE AGENC 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).