Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

O'BRIEN INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$262K
Participants
5
Plans on file
1

The O'BRIEN INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

O'BRIEN INSURANCE AGENCY, INC. (EIN 82-3889426) reports O'BRIEN INSURANCE AGENCY, INC. RETIREMENT PLAN on its most recent Form 5500, with $262K 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 O'BRIEN INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the O'BRIEN INSURANCE AGENCY, INC. 401(k)?

O'BRIEN 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 O'BRIEN INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your O'BRIEN INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask O'BRIEN 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: O'BRIEN INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 82-3889426) · California employer EIN lookup · Form 5500 search
O'BRIEN INSURANCE AGENCY, INC. 401(k) Plan — Form 5500