What public Form 5500 filings show about the PHIL LEVI Insurance Agency Inc. 401(k) plan — and how to find and check your own account.
PHIL LEVI Insurance Agency Inc. (EIN 20-2157592) reports PLIA INC. 401(K) PLAN on its most recent Form 5500, with $314K in plan assets across 3 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 PHIL LEVI Insurance Agency Inc. filing — schedules, fees, and providers.
PHIL LEVI 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 PHIL LEVI Insurance Agency Inc.HR for the recordkeeper’s name and login.
