What public Form 5500 filings show about the Alta Professional Insurance Services Agency, LLC 401(k) plan — and how to find and check your own account.
Alta Professional Insurance Services Agency, LLC (EIN 20-1151904) reports ALTA PROFESSIONAL INSURANCE SERVICES AGENCY, LLC 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.8M in plan assets across 25 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 Alta Professional Insurance Services Agency, LLC filing — schedules, fees, and providers.
Alta Professional Insurance Services Agency, 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 Alta Professional Insurance Services Agency, LLCHR for the recordkeeper’s name and login.
