ROBERT SIMON INSURANCE AGENCY IN 401(k) Plan
What public Form 5500 filings show about the ROBERT SIMON INSURANCE AGENCY IN 401(k) plan — and how to find and check your own account.
The ROBERT SIMON INSURANCE AGENCY IN 401(k) on its latest Form 5500
ROBERT SIMON INSURANCE AGENCY IN (EIN 86-3531627) reports ROB SIMON 401K on its most recent Form 5500, with $60K in plan assets across 6 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 ROBERT SIMON INSURANCE AGENCY IN filing — schedules, fees, and providers.
Who runs the ROBERT SIMON INSURANCE AGENCY IN 401(k)?
ROBERT SIMON INSURANCE AGENCY IN’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 ROBERT SIMON INSURANCE AGENCY INHR for the recordkeeper’s name and login.
How to check your ROBERT SIMON INSURANCE AGENCY IN 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ROBERT SIMON INSURANCE AGENCY IN 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).