FALVEY INSURANCE GROUP LTD 401(k) Plan
What public Form 5500 filings show about the FALVEY INSURANCE GROUP LTD 401(k) plan — and how to find and check your own account.
The FALVEY INSURANCE GROUP LTD 401(k) on its latest Form 5500
FALVEY INSURANCE GROUP LTD (EIN 27-2098797) reports FALVEY INSURANCE GROUP LTD 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $18.2M in plan assets across 176 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 FALVEY INSURANCE GROUP LTD filing — schedules, fees, and providers.
Who runs the FALVEY INSURANCE GROUP LTD 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Paychex, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FALVEY INSURANCE GROUP LTD 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER.
How to check your FALVEY INSURANCE GROUP LTD 401(k)
- Log in to Paychex’s participant portal (the site on your statements).
- Ask FALVEY INSURANCE GROUP LTD 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).