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Chavez Insurance & Financial SER 401(k) Plan

What public Form 5500 filings show about the Chavez Insurance & Financial SER 401(k) plan — and how to find and check your own account.

Plan assets
$204K
Participants
13
Plans on file
1

The Chavez Insurance & Financial SER 401(k) on its latest Form 5500

Chavez Insurance & Financial SER (EIN 81-2886542) reports CHAVEZ INSURANCE & FINANCIAL SERVICES INC - 401(K) on its most recent Form 5500, with $204K in plan assets across 13 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 Chavez Insurance & Financial SER filing — schedules, fees, and providers.

Who runs the Chavez Insurance & Financial SER 401(k)?

Chavez Insurance & Financial SER’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 Chavez Insurance & Financial SERHR for the recordkeeper’s name and login.

How to check your Chavez Insurance & Financial SER 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Chavez Insurance & Financial SER 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).
More on this employer: Chavez Insurance & Financial SER — all Form 5500 filings (EIN 81-2886542) · Illinois employer EIN lookup · Form 5500 search
Chavez Insurance & Financial SER 401(k) Plan — Form 5500