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THE DANA AGENCY LLC 401(k) Plan

What public Form 5500 filings show about the THE DANA AGENCY LLC 401(k) plan — and how to find and check your own account.

Plan assets
$519K
Participants
13
Plans on file
1

The THE DANA AGENCY LLC 401(k) on its latest Form 5500

THE DANA AGENCY LLC (EIN 86-1143272) reports THE DANA AGENCY LLC 401(K) PLAN on its most recent Form 5500, with $519K in plan assets across 13 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 THE DANA AGENCY LLC filing — schedules, fees, and providers.

Who runs the THE DANA AGENCY LLC 401(k)?

THE DANA 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 THE DANA AGENCY LLCHR for the recordkeeper’s name and login.

How to check your THE DANA AGENCY LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE DANA 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).
More on this employer: THE DANA AGENCY LLC — all Form 5500 filings (EIN 86-1143272) · Florida employer EIN lookup · Form 5500 search
THE DANA AGENCY LLC 401(k) Plan — Form 5500