MCKENNIE CHARLES INSURANCE BROKE 401(k) Plan
What public Form 5500 filings show about the MCKENNIE CHARLES INSURANCE BROKE 401(k) plan — and how to find and check your own account.
The MCKENNIE CHARLES INSURANCE BROKE 401(k) on its latest Form 5500
MCKENNIE CHARLES INSURANCE BROKE (EIN 45-4277379) reports CKENNIE CHARLES INSURANCE M BROKERS INC on its most recent Form 5500, with $28K in plan assets across 5 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 MCKENNIE CHARLES INSURANCE BROKE filing — schedules, fees, and providers.
Who runs the MCKENNIE CHARLES INSURANCE BROKE 401(k)?
MCKENNIE CHARLES INSURANCE BROKE’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 MCKENNIE CHARLES INSURANCE BROKEHR for the recordkeeper’s name and login.
How to check your MCKENNIE CHARLES INSURANCE BROKE 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MCKENNIE CHARLES INSURANCE BROKE 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).