What public Form 5500 filings show about the Mattison Insurance Agency, Inc. 401(k) plan — and how to find and check your own account.
Mattison Insurance Agency, Inc. (EIN 81-2269822) reports MATTISON INSURANCE AGENCY 401(K) PLAN on its most recent Form 5500, with $171K in plan assets across 14 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 Mattison Insurance Agency, Inc. filing — schedules, fees, and providers.
Mattison 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 Mattison Insurance Agency, Inc.HR for the recordkeeper’s name and login.
