Employer Driven Insurance Services, Inc. 401(k) Plan

The Employer Driven Insurance Services, Inc. 401(k) on its latest Form 5500

Employer Driven Insurance Services, Inc. (EIN 81-4658349) reports EDIS 401(K) PLAN on its most recent Form 5500, with $2.9M in plan assets across 82 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 Employer Driven Insurance Services, Inc. filing — schedules, fees, and providers.

Who runs the Employer Driven Insurance Services, Inc. 401(k)?

Employer Driven 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 Employer Driven Insurance Services, Inc.HR for the recordkeeper’s name and login.

How to check your Employer Driven Insurance Services, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Employer Driven Insurance Services, Inc. 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).