THE WHIMS INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the THE WHIMS INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The THE WHIMS INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
THE WHIMS INSURANCE AGENCY, INC. (EIN 38-2201668) reports WHIMS INSURANCE AGENCY 401(K) PLAN on its most recent Form 5500, with $616K in plan assets across 15 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 WHIMS INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the THE WHIMS INSURANCE AGENCY, INC. 401(k)?
THE WHIMS INSURANCE 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 WHIMS INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your THE WHIMS INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask THE WHIMS INSURANCE 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).