ALTUS OAK FINANCIAL INSURANCE SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the ALTUS OAK FINANCIAL INSURANCE SERVICES, INC. 401(k) plan — and how to find and check your own account.
The ALTUS OAK FINANCIAL INSURANCE SERVICES, INC. 401(k) on its latest Form 5500
ALTUS OAK FINANCIAL INSURANCE SERVICES, INC. (EIN 46-4698880) reports ALTUS OAK 401(K) PLAN on its most recent Form 5500, with $863K in plan assets across 4 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 ALTUS OAK FINANCIAL INSURANCE SERVICES, INC. filing — schedules, fees, and providers.
Who runs the ALTUS OAK FINANCIAL INSURANCE SERVICES, INC. 401(k)?
ALTUS OAK FINANCIAL 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 ALTUS OAK FINANCIAL INSURANCE SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your ALTUS OAK FINANCIAL INSURANCE SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ALTUS OAK FINANCIAL INSURANCE SERVICES, INC. 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).