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SOUTHERN AMERICAN INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$132K
Participants
7
Plans on file
1

The SOUTHERN AMERICAN INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

SOUTHERN AMERICAN INSURANCE AGENCY, INC. (EIN 76-0065507) reports SOUTHERN AMERICAN INSURANCE AGENCY, INC. 401K PLAN on its most recent Form 5500, with $132K in plan assets across 7 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 SOUTHERN AMERICAN INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the SOUTHERN AMERICAN INSURANCE AGENCY, INC. 401(k)?

SOUTHERN AMERICAN 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 SOUTHERN AMERICAN INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your SOUTHERN AMERICAN INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask SOUTHERN AMERICAN 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).
More on this employer: SOUTHERN AMERICAN INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 76-0065507) · Texas employer EIN lookup · Form 5500 search
SOUTHERN AMERICAN INSURANCE AGENCY, INC. 401(k) Plan — Form 5500