Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

THE MCCLONE AGENCY, INC. 401(k) Plan

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

Plan assets
$11.2M
Participants
119
Plans on file
1

The THE MCCLONE AGENCY, INC. 401(k) on its latest Form 5500

THE MCCLONE AGENCY, INC. (EIN 39-0968993) reports THE MCCLONE AGENCY, INC. SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $11.2M in plan assets across 119 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 MCCLONE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the THE MCCLONE AGENCY, INC. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE MCCLONE AGENCY, INC. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PENSION CONSULTANTS CO.

How to check your THE MCCLONE AGENCY, INC. 401(k)

  • Log in to John Hancock’s participant portal (the site on your statements).
  • Ask THE MCCLONE 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).
More on this employer: THE MCCLONE AGENCY, INC. — all Form 5500 filings (EIN 39-0968993) · Wisconsin employer EIN lookup · Form 5500 search