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THE WELLS AGENCY, INC. 401(k) Plan

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

Plan assets
$464K
Participants
8
Plans on file
1

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

THE WELLS AGENCY, INC. (EIN 80-0303133) reports THE WELLS AGENCY 401(K) PLAN on its most recent Form 5500, with $464K 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 THE WELLS AGENCY, INC. filing — schedules, fees, and providers.

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

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

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

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask THE WELLS 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 WELLS AGENCY, INC. — all Form 5500 filings (EIN 80-0303133) · Georgia employer EIN lookup · Form 5500 search
THE WELLS AGENCY, INC. 401(k) Plan — Form 5500