What public Form 5500 filings show about the Assurance Financial Group LLC 401(k) plan — and how to find and check your own account.
Assurance Financial Group LLC (EIN 72-1505298) reports ASSURANCE FINANCIAL 401(K) PLAN on its most recent Form 5500, with $19.8M in plan assets across 139 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 Assurance Financial Group LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Assurance Financial Group LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS FIN NETWORK, MORNINGSTAR INVESTMENT MANAGEMENT L.
