Sheryl SWAN Insurance Agency 401(k) Plan
What public Form 5500 filings show about the Sheryl SWAN Insurance Agency 401(k) plan — and how to find and check your own account.
The Sheryl SWAN Insurance Agency 401(k) on its latest Form 5500
Sheryl SWAN Insurance Agency (EIN 41-2029417) reports SHERYL SWAN INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $147K in plan assets across 2 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 Sheryl SWAN Insurance Agency filing — schedules, fees, and providers.
Who runs the Sheryl SWAN Insurance Agency 401(k)?
Sheryl SWAN Insurance Agency’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 Sheryl SWAN Insurance AgencyHR for the recordkeeper’s name and login.
How to check your Sheryl SWAN Insurance Agency 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Sheryl SWAN Insurance Agency 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).