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THE OVERTON AGENCY, INC. 401(k) Plan

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

Plan assets
$204K
Participants
4
Plans on file
1

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

THE OVERTON AGENCY, INC. (EIN 43-1867131) reports THE OVERTON AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $204K in plan assets across 4 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 OVERTON AGENCY, INC. filing — schedules, fees, and providers.

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

THE OVERTON 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 OVERTON AGENCY, INC.HR for the recordkeeper’s name and login.

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

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE OVERTON 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 OVERTON AGENCY, INC. — all Form 5500 filings (EIN 43-1867131) · Missouri employer EIN lookup · Form 5500 search
THE OVERTON AGENCY, INC. 401(k) Plan — Form 5500