WALLY TAYLOR INSURANCE AGENCY, INC. 401(k) Plan
What public Form 5500 filings show about the WALLY TAYLOR INSURANCE AGENCY, INC. 401(k) plan — and how to find and check your own account.
The WALLY TAYLOR INSURANCE AGENCY, INC. 401(k) on its latest Form 5500
WALLY TAYLOR INSURANCE AGENCY, INC. (EIN 58-2423777) reports WALLY TAYLOR INSURANCE AGENCY, INC 401(K) PLAN on its most recent Form 5500, with $820K in plan assets across 3 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 WALLY TAYLOR INSURANCE AGENCY, INC. filing — schedules, fees, and providers.
Who runs the WALLY TAYLOR INSURANCE AGENCY, INC. 401(k)?
WALLY TAYLOR 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 WALLY TAYLOR INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.
How to check your WALLY TAYLOR INSURANCE AGENCY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WALLY TAYLOR 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).