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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

MICHAEL BERG INSURANCE AGENCY, INC. 401(k) Plan

What public Form 5500 filings show about the MICHAEL BERG INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$462K
Participants
2
Plans on file
1

The MICHAEL BERG INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

MICHAEL BERG INSURANCE AGENCY, INC. (EIN 80-0853094) reports MICHAEL BERG INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $462K in plan assets across 2 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 MICHAEL BERG INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the MICHAEL BERG INSURANCE AGENCY, INC. 401(k)?

MICHAEL BERG 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 MICHAEL BERG INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your MICHAEL BERG INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask MICHAEL BERG INSURANCE 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).
More on this employer: MICHAEL BERG INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 80-0853094) · California employer EIN lookup · Form 5500 search
MICHAEL BERG INSURANCE AGENCY, INC. 401(k) Plan — Form 5500