EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC. 401(k) plan — and how to find and check your own account.
The EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC. 401(k) on its latest Form 5500
EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC. (EIN 11-3429360) reports EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $598K 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 EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC. filing — schedules, fees, and providers.
Who runs the EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC. 401(k)?
EXECUTIVE INSURANCE BROKERAGE & 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 EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your EXECUTIVE INSURANCE BROKERAGE & FINANCIAL SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask EXECUTIVE INSURANCE BROKERAGE & FINANCIAL 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).