What public Form 5500 filings show about the DE la Torre & Assoc Insurance Services, Inc. 401(k) plan — and how to find and check your own account.
DE la Torre & Assoc Insurance Services, Inc. (EIN 47-3552297) reports DE LA TORRE & ASSOCIATES 401(K) PLAN & TRUST on its most recent Form 5500, with $2.7M in plan assets across 10 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 DE la Torre & Assoc Insurance Services, Inc. filing — schedules, fees, and providers.
DE la Torre & Assoc Insurance Services, 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 DE la Torre & Assoc Insurance Services, Inc.HR for the recordkeeper’s name and login.
