What public Form 5500 filings show about the Advanced Insurance & Financial Services, LLC 401(k) plan — and how to find and check your own account.
Advanced Insurance & Financial Services, LLC (EIN 26-1900410) reports ADVANCED INSURANCE & FINANCIAL SERVICES 401K on its most recent Form 5500, with $334K in plan assets across 22 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 Insurance & Financial Services, LLC filing — schedules, fees, and providers.
Advanced Insurance & Financial Services, LLC’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 Insurance & Financial Services, LLCHR for the recordkeeper’s name and login.
