DAVE Grant INS and FIN Services 401(k) Plan

The DAVE Grant INS and FIN Services 401(k) on its latest Form 5500

DAVE Grant INS and FIN Services (EIN 47-4022955) reports DAVE GRANT INS AND FIN SERVICES 401(K) PLAN on its most recent Form 5500, with $90K in plan assets across 11 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 DAVE Grant INS and FIN Services filing — schedules, fees, and providers.

Who runs the DAVE Grant INS and FIN Services 401(k)?

DAVE Grant INS and FIN Services’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 DAVE Grant INS and FIN ServicesHR for the recordkeeper’s name and login.

How to check your DAVE Grant INS and FIN Services 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask DAVE Grant INS and FIN Services 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).