WAVERLEY INSURANCE AGENCY INC. 401(k) Plan
What public Form 5500 filings show about the WAVERLEY INSURANCE AGENCY INC. 401(k) plan — and how to find and check your own account.
The WAVERLEY INSURANCE AGENCY INC. 401(k) on its latest Form 5500
WAVERLEY INSURANCE AGENCY INC. (EIN 04-2156358) reports WAVERLEY INSURANCE AGENCY INC 401 (K) PROFIT SHARING PLAN & TR on its most recent Form 5500, with $129K in plan assets across 9 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 WAVERLEY INSURANCE AGENCY INC. filing — schedules, fees, and providers.
Who runs the WAVERLEY INSURANCE AGENCY INC. 401(k)?
WAVERLEY 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 WAVERLEY INSURANCE AGENCY INC.HR for the recordkeeper’s name and login.
How to check your WAVERLEY INSURANCE AGENCY INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask WAVERLEY 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).