CASSIDY INSURANCE ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the CASSIDY INSURANCE ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The CASSIDY INSURANCE ASSOCIATES, INC. 401(k) on its latest Form 5500
CASSIDY INSURANCE ASSOCIATES, INC. (EIN 45-3699259) reports CASSIDY INSURANCE 401(K) PLAN on its most recent Form 5500, with $608K in plan assets across 6 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 CASSIDY INSURANCE ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the CASSIDY INSURANCE ASSOCIATES, INC. 401(k)?
CASSIDY INSURANCE ASSOCIATES, 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 CASSIDY INSURANCE ASSOCIATES, INC.HR for the recordkeeper’s name and login.
How to check your CASSIDY INSURANCE ASSOCIATES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CASSIDY INSURANCE ASSOCIATES, 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).