What public Form 5500 filings show about the Tim Flanagan Insurance Agency, Inc. 401(k) plan — and how to find and check your own account.
Tim Flanagan Insurance Agency, Inc. (EIN 32-0054675) reports TIM FLANAGAN AGENCY 401(K) PLAN on its most recent Form 5500, with $687K in plan assets across 6 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 Tim Flanagan Insurance Agency, Inc. filing — schedules, fees, and providers.
Tim Flanagan 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 Tim Flanagan Insurance Agency, Inc.HR for the recordkeeper’s name and login.
