What public Form 5500 filings show about the Advanced Estate and Insurance Services, Inc. 401(k) plan — and how to find and check your own account.
Advanced Estate and Insurance Services, Inc. (EIN 83-3884616) reports ADVANCED ESTATE AND INSURANCE SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $3.1M in plan assets across 14 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 Advanced Estate and Insurance Services, Inc. filing — schedules, fees, and providers.
Advanced Estate and Insurance Services, 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 Advanced Estate and Insurance Services, Inc.HR for the recordkeeper’s name and login.
