SAINT GEORGE INSURANCE BROKERAGE, INC. 401(k) Plan
What public Form 5500 filings show about the SAINT GEORGE INSURANCE BROKERAGE, INC. 401(k) plan — and how to find and check your own account.
The SAINT GEORGE INSURANCE BROKERAGE, INC. 401(k) on its latest Form 5500
SAINT GEORGE INSURANCE BROKERAGE, INC. (EIN 95-4794142) reports SAINT GEORGE INSURANCE BROKERAGE 401(K) PLAN on its most recent Form 5500, with $261K in plan assets across 17 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 SAINT GEORGE INSURANCE BROKERAGE, INC. filing — schedules, fees, and providers.
Who runs the SAINT GEORGE INSURANCE BROKERAGE, INC. 401(k)?
SAINT GEORGE INSURANCE BROKERAGE, 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 SAINT GEORGE INSURANCE BROKERAGE, INC.HR for the recordkeeper’s name and login.
How to check your SAINT GEORGE INSURANCE BROKERAGE, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SAINT GEORGE INSURANCE BROKERAGE, 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).