STEPHEN WILLETT AGENCY LLC 401(k) Plan
What public Form 5500 filings show about the STEPHEN WILLETT AGENCY LLC 401(k) plan — and how to find and check your own account.
The STEPHEN WILLETT AGENCY LLC 401(k) on its latest Form 5500
STEPHEN WILLETT AGENCY LLC (EIN 47-5365306) reports STEPHEN WILLETT AGENCY LLC 401(K) on its most recent Form 5500, with $87K in plan assets across 9 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 STEPHEN WILLETT AGENCY LLC filing — schedules, fees, and providers.
Who runs the STEPHEN WILLETT AGENCY LLC 401(k)?
STEPHEN WILLETT AGENCY LLC’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 STEPHEN WILLETT AGENCY LLCHR for the recordkeeper’s name and login.
How to check your STEPHEN WILLETT AGENCY LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask STEPHEN WILLETT AGENCY LLC 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).