What public Form 5500 filings show about the Neal Cannon Agency, LLC 401(k) plan — and how to find and check your own account.
Neal Cannon Agency, LLC (EIN 81-4731174) reports CANNON AGENCY RETIREMENT PLAN on its most recent Form 5500, with $290K 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 Neal Cannon Agency, LLC filing — schedules, fees, and providers.
Neal Cannon Agency, LLC’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 Neal Cannon Agency, LLCHR for the recordkeeper’s name and login.
