What public Form 5500 filings show about the McKenzie Insurance Agency Inc. 401(k) plan — and how to find and check your own account.
McKenzie Insurance Agency Inc. (EIN 36-4017720) reports MCKENZIE INSURANCE AGENCY INC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $310 in plan assets across 6 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 McKenzie Insurance Agency Inc. filing — schedules, fees, and providers.
McKenzie 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 McKenzie Insurance Agency Inc.HR for the recordkeeper’s name and login.
