Capriotti Insurance and Financia 401(k) Plan
What public Form 5500 filings show about the Capriotti Insurance and Financia 401(k) plan — and how to find and check your own account.
The Capriotti Insurance and Financia 401(k) on its latest Form 5500
Capriotti Insurance and Financia (EIN 82-4870635) reports CAPRIOTTI INSURANCE 401K on its most recent Form 5500, with $67K in plan assets across 7 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 Capriotti Insurance and Financia filing — schedules, fees, and providers.
Who runs the Capriotti Insurance and Financia 401(k)?
Capriotti Insurance and Financia’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 Capriotti Insurance and FinanciaHR for the recordkeeper’s name and login.
How to check your Capriotti Insurance and Financia 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Capriotti Insurance and Financia 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).