CAVALIER INSURANCE MARKETING S 401(k) Plan
What public Form 5500 filings show about the CAVALIER INSURANCE MARKETING S 401(k) plan — and how to find and check your own account.
The CAVALIER INSURANCE MARKETING S 401(k) on its latest Form 5500
CAVALIER INSURANCE MARKETING S (EIN 27-3218601) reports CAVALIER INSURANCE MARKETING S 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $767K in plan assets across 23 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 CAVALIER INSURANCE MARKETING S filing — schedules, fees, and providers.
Who runs the CAVALIER INSURANCE MARKETING S 401(k)?
CAVALIER INSURANCE MARKETING S’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 CAVALIER INSURANCE MARKETING SHR for the recordkeeper’s name and login.
How to check your CAVALIER INSURANCE MARKETING S 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CAVALIER INSURANCE MARKETING S 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).