Willis Morrison Insurance Agency, Inc. 401(k) Plan

The Willis Morrison Insurance Agency, Inc. 401(k) on its latest Form 5500

Willis Morrison Insurance Agency, Inc. (EIN 81-3741991) reports WILLIS MORRISON INSURANCE AGENCY 401(K) PLAN on its most recent Form 5500, with $136K in plan assets across 8 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 Willis Morrison Insurance Agency, Inc. filing — schedules, fees, and providers.

Who runs the Willis Morrison Insurance Agency, Inc. 401(k)?

Willis Morrison 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 Willis Morrison Insurance Agency, Inc.HR for the recordkeeper’s name and login.

How to check your Willis Morrison Insurance Agency, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Willis Morrison 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).