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TIMOTHY SHANTO INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$107K
Participants
12
Plans on file
1

The TIMOTHY SHANTO INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

TIMOTHY SHANTO INSURANCE AGENCY, INC. (EIN 20-2693208) reports TIMOTHY SHANTO INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $107K in plan assets across 12 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 TIMOTHY SHANTO INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the TIMOTHY SHANTO INSURANCE AGENCY, INC. 401(k)?

TIMOTHY SHANTO 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 TIMOTHY SHANTO INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your TIMOTHY SHANTO INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask TIMOTHY SHANTO 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).
More on this employer: TIMOTHY SHANTO INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 20-2693208) · Utah employer EIN lookup · Form 5500 search
TIMOTHY SHANTO INSURANCE AGENCY, INC. 401(k) Plan — Form 5500