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SAM SHARPE AGENCY, INC. 401(k) Plan

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

Plan assets
$60K
Participants
11
Plans on file
1

The SAM SHARPE AGENCY, INC. 401(k) on its latest Form 5500

SAM SHARPE AGENCY, INC. (EIN 20-4015285) reports SAM SHARPE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $60K in plan assets across 11 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 SAM SHARPE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the SAM SHARPE AGENCY, INC. 401(k)?

SAM SHARPE 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 SAM SHARPE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your SAM SHARPE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SAM SHARPE 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: SAM SHARPE AGENCY, INC. — all Form 5500 filings (EIN 20-4015285) · Georgia employer EIN lookup · Form 5500 search
SAM SHARPE AGENCY, INC. 401(k) Plan — Form 5500