ZULIEN MORALES INSURANCE AGENCY 401(k) Plan
What public Form 5500 filings show about the ZULIEN MORALES INSURANCE AGENCY 401(k) plan — and how to find and check your own account.
The ZULIEN MORALES INSURANCE AGENCY 401(k) on its latest Form 5500
ZULIEN MORALES INSURANCE AGENCY (EIN 81-3200852) reports ZULIEN MORALES INSURANCE AGENCY INC. on its most recent Form 5500, with $8K 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 ZULIEN MORALES INSURANCE AGENCY filing — schedules, fees, and providers.
Who runs the ZULIEN MORALES INSURANCE AGENCY 401(k)?
ZULIEN MORALES INSURANCE AGENCY’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 ZULIEN MORALES INSURANCE AGENCYHR for the recordkeeper’s name and login.
How to check your ZULIEN MORALES INSURANCE AGENCY 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ZULIEN MORALES INSURANCE AGENCY 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).