THE GROGAN AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the THE GROGAN AGENCY, INC. 401(k) plan — and how to find and check your own account.
The THE GROGAN AGENCY, INC. 401(k) on its latest Form 5500
THE GROGAN AGENCY, INC. (EIN 63-1227851) reports NW AGENTS PLAN THE GROGAN AGENCY, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $410K 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 GROGAN AGENCY, INC. filing — schedules, fees, and providers.
Who runs the THE GROGAN AGENCY, INC. 401(k)?
THE GROGAN 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 THE GROGAN AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your THE GROGAN AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE GROGAN 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).