Peter E. Mathison Agency, Inc. 401(k) Plan

The Peter E. Mathison Agency, Inc. 401(k) on its latest Form 5500

Peter E. Mathison Agency, Inc. (EIN 02-0620943) reports PETER E. MATHISON AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $4.1M in plan assets across 8 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 Peter E. Mathison Agency, Inc. filing — schedules, fees, and providers.

Who runs the Peter E. Mathison Agency, Inc. 401(k)?

Peter E. Mathison 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 Peter E. Mathison Agency, Inc.HR for the recordkeeper’s name and login.

How to check your Peter E. Mathison Agency, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Peter E. Mathison 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).