What public Form 5500 filings show about the Advantage Insurance Services, Inc. 401(k) plan — and how to find and check your own account.
Advantage Insurance Services, Inc. (EIN 20-3089618) reports ADVANTAGE INSURANCE RETIREMENT PLAN on its most recent Form 5500, with $489K in plan assets across 5 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 Advantage Insurance Services, Inc. filing — schedules, fees, and providers.
Advantage 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 Advantage Insurance Services, Inc.HR for the recordkeeper’s name and login.
