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W.E. COOLEY INSURANCE AGENCY, INC. 401(k) Plan

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

Plan assets
$72K
Participants
4
Plans on file
1

The W.E. COOLEY INSURANCE AGENCY, INC. 401(k) on its latest Form 5500

W.E. COOLEY INSURANCE AGENCY, INC. (EIN 93-1314388) reports W.E. COOLEY INSURANCE AGENCY, INC. 401(K) PLAN on its most recent Form 5500, with $72K in plan assets across 4 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 W.E. COOLEY INSURANCE AGENCY, INC. filing — schedules, fees, and providers.

Who runs the W.E. COOLEY INSURANCE AGENCY, INC. 401(k)?

W.E. COOLEY 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 W.E. COOLEY INSURANCE AGENCY, INC.HR for the recordkeeper’s name and login.

How to check your W.E. COOLEY INSURANCE AGENCY, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask W.E. COOLEY 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: W.E. COOLEY INSURANCE AGENCY, INC. — all Form 5500 filings (EIN 93-1314388) · Oregon employer EIN lookup · Form 5500 search
W.E. COOLEY INSURANCE AGENCY, INC. 401(k) Plan — Form 5500