SEAN MORTON INSURANCE AGENCY INC 401(k) Plan
What public Form 5500 filings show about the SEAN MORTON INSURANCE AGENCY INC 401(k) plan — and how to find and check your own account.
The SEAN MORTON INSURANCE AGENCY INC 401(k) on its latest Form 5500
SEAN MORTON INSURANCE AGENCY INC (EIN 27-1636402) reports SEAN MORTON INSURANCE AGENCY INC 401(K) PLAN AND TRUST on its most recent Form 5500, with $290K 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 SEAN MORTON INSURANCE AGENCY INC filing — schedules, fees, and providers.
Who runs the SEAN MORTON INSURANCE AGENCY INC 401(k)?
SEAN MORTON 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 SEAN MORTON INSURANCE AGENCY INCHR for the recordkeeper’s name and login.
How to check your SEAN MORTON INSURANCE AGENCY INC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SEAN MORTON 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).