ROSS & YERGER INSURANCE, INC. 401(k) Plan
What public Form 5500 filings show about the ROSS & YERGER INSURANCE, INC. 401(k) plan — and how to find and check your own account.
The ROSS & YERGER INSURANCE, INC. 401(k) on its latest Form 5500
ROSS & YERGER INSURANCE, INC. (EIN 64-0947389) reports ROSS & YERGER INSURANCE, INC. KSOP on its most recent Form 5500, with $84.7M in plan assets across 179 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 ROSS & YERGER INSURANCE, INC. filing — schedules, fees, and providers.
Who runs the ROSS & YERGER INSURANCE, INC. 401(k)?
ROSS & YERGER INSURANCE, 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 ROSS & YERGER INSURANCE, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EPIC, BANKPLUS, BLUE CROSS BLUE SHIELD OF MS.
How to check your ROSS & YERGER INSURANCE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ROSS & YERGER INSURANCE, 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).