PENN SUMMIT INSURANCE AGENCY LLC 401(k) Plan
What public Form 5500 filings show about the PENN SUMMIT INSURANCE AGENCY LLC 401(k) plan — and how to find and check your own account.
The PENN SUMMIT INSURANCE AGENCY LLC 401(k) on its latest Form 5500
PENN SUMMIT INSURANCE AGENCY LLC (EIN 74-3244668) reports PENN SUMMIT INSURANCE AGENCY LLC 401K PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $479K in plan assets across 15 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 PENN SUMMIT INSURANCE AGENCY LLC filing — schedules, fees, and providers.
Who runs the PENN SUMMIT INSURANCE AGENCY LLC 401(k)?
PENN SUMMIT INSURANCE 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 PENN SUMMIT INSURANCE AGENCY LLCHR for the recordkeeper’s name and login.
How to check your PENN SUMMIT INSURANCE AGENCY LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PENN SUMMIT INSURANCE AGENCY LLC 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).