What public Form 5500 filings show about the Terry Powell Insurance Agency 401(k) plan — and how to find and check your own account.
Terry Powell Insurance Agency (EIN 16-1577874) reports TERRY POWELL INSURANCE AGENCY 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $35K in plan assets across 8 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 Terry Powell Insurance Agency filing — schedules, fees, and providers.
Terry Powell 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 Terry Powell Insurance AgencyHR for the recordkeeper’s name and login.
