SUSIE JACKSON INSURANCE AGENCY I 401(k) Plan
What public Form 5500 filings show about the SUSIE JACKSON INSURANCE AGENCY I 401(k) plan — and how to find and check your own account.
The SUSIE JACKSON INSURANCE AGENCY I 401(k) on its latest Form 5500
SUSIE JACKSON INSURANCE AGENCY I (EIN 20-1353549) reports SUSIE JACKSON INSURANCE AGENCY INC-401(K) PLAN on its most recent Form 5500, with $509K in plan assets across 10 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 SUSIE JACKSON INSURANCE AGENCY I filing — schedules, fees, and providers.
Who runs the SUSIE JACKSON INSURANCE AGENCY I 401(k)?
SUSIE JACKSON INSURANCE AGENCY I’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 SUSIE JACKSON INSURANCE AGENCY IHR for the recordkeeper’s name and login.
How to check your SUSIE JACKSON INSURANCE AGENCY I 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SUSIE JACKSON INSURANCE AGENCY I 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).