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

OBERG INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$542K
Participants
2
Plans on file
1

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

OBERG INSURANCE AGENCY, INC. (EIN 06-1618769) reports OBERG INSURANCE AGENCY, INC. RETIREMENT TRUST on its most recent Form 5500, with $542K 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 OBERG INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

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

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

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

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask OBERG 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: OBERG INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 06-1618769) · Connecticut employer EIN lookup · Form 5500 search
OBERG INSURANCE AGENCY, INC. 401(k) Plan — Form 5500