MORRIS & GARRITANO INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the MORRIS & GARRITANO INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The MORRIS & GARRITANO INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
MORRIS & GARRITANO INSURANCE AGENCY, INC. (EIN 95-2304670) reports MORRIS & GARRITANO INSURANCE AGENCY, INC. 401K PROFIT SHARING PLAN on its most recent Form 5500, with $17.3M in plan assets across 134 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 MORRIS & GARRITANO INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the MORRIS & GARRITANO INSURANCE AGENCY, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MORRIS & GARRITANO INSURANCE AGENCY, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CALIBER AUDIT & ATTEST, HICKS PENSION SERVICES - SAN LUIS O, CHARLES SCHWAB & CO.
How to check your MORRIS & GARRITANO INSURANCE AGENCY, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask MORRIS & GARRITANO 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).