What public Form 5500 filings show about the Falvey Insurance Group Ltd. 401(k) plan — and how to find and check your own account.
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.
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.
