First State Insurance Agency Southwest, Inc. 401(k) Plan

The First State Insurance Agency Southwest, Inc. 401(k) on its latest Form 5500

First State Insurance Agency Southwest, Inc. (EIN 41-1740764) reports FIRST STATE INSURANCE AGENCY SOUTHWEST, INC 401(K) PLAN on its most recent Form 5500, with $42K in plan assets across 5 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 First State Insurance Agency Southwest, Inc. filing — schedules, fees, and providers.

Who runs the First State Insurance Agency Southwest, Inc. 401(k)?

First State Insurance Agency Southwest, 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 First State Insurance Agency Southwest, Inc.HR for the recordkeeper’s name and login.

How to check your First State Insurance Agency Southwest, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask First State Insurance Agency Southwest, 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).