BAMCO FINANCIAL AND INSURANCE SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the BAMCO FINANCIAL AND INSURANCE SERVICES, INC. 401(k) plan — and how to find and check your own account.
The BAMCO FINANCIAL AND INSURANCE SERVICES, INC. 401(k) on its latest Form 5500
BAMCO FINANCIAL AND INSURANCE SERVICES, INC. (EIN 94-2903950) reports BAMCO FINANCIAL AND INSURANCE SERVICES, INC. 401(K) PLAN & TRUST on its most recent Form 5500, with $48K in plan assets across 2 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 BAMCO FINANCIAL AND INSURANCE SERVICES, INC. filing — schedules, fees, and providers.
Who runs the BAMCO FINANCIAL AND INSURANCE SERVICES, INC. 401(k)?
BAMCO FINANCIAL AND 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 BAMCO FINANCIAL AND INSURANCE SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your BAMCO FINANCIAL AND INSURANCE SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BAMCO FINANCIAL AND 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).