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ALLMERITS FINANCIAL AND INSURANCE 401(k) Plan

What public Form 5500 filings show about the ALLMERITS FINANCIAL AND INSURANCE 401(k) plan — and how to find and check your own account.

Plan assets
$441K
Participants
10
Plans on file
1

The ALLMERITS FINANCIAL AND INSURANCE 401(k) on its latest Form 5500

ALLMERITS FINANCIAL AND INSURANCE (EIN 47-4568493) reports ALLMERITS FINANCIAL AND INSURANCE SERVICES, INC. on its most recent Form 5500, with $441K in plan assets across 10 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 ALLMERITS FINANCIAL AND INSURANCE filing — schedules, fees, and providers.

Who runs the ALLMERITS FINANCIAL AND INSURANCE 401(k)?

ALLMERITS FINANCIAL AND INSURANCE’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 ALLMERITS FINANCIAL AND INSURANCEHR for the recordkeeper’s name and login.

How to check your ALLMERITS FINANCIAL AND INSURANCE 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ALLMERITS FINANCIAL AND INSURANCE 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).
More on this employer: ALLMERITS FINANCIAL AND INSURANCE — all Form 5500 filings (EIN 47-4568493) · California employer EIN lookup · Form 5500 search
ALLMERITS FINANCIAL AND INSURANCE 401(k) Plan — Form 5500