What public Form 5500 filings show about the Eldridge Insurance & Financial Services, Inc. 401(k) plan — and how to find and check your own account.
Eldridge Insurance & Financial Services, Inc. (EIN 20-3743550) reports ELDRIDGE INSURANCE & FINANCIAL SERVICES, INC 401(K) PLAN on its most recent Form 5500, with $1.8M 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 Eldridge Insurance & Financial Services, Inc. filing — schedules, fees, and providers.
Eldridge Insurance & Financial 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 Eldridge Insurance & Financial Services, Inc.HR for the recordkeeper’s name and login.
