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

POWELL INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$173K
Participants
1
Plans on file
1

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

POWELL INSURANCE AGENCY, INC. (EIN 20-0386296) reports POWELL INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $173K in plan assets across 1 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 POWELL INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

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

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

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

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask POWELL 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: POWELL INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 20-0386296) · Illinois employer EIN lookup · Form 5500 search
POWELL INSURANCE AGENCY, INC. 401(k) Plan — Form 5500