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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

GLENN S. CALDWELL INSURANCE SERVICES INC. 401(k) Plan

What public Form 5500 filings show about the GLENN S. CALDWELL INSURANCE SERVICES INC. 401(k) plan — and how to find and check your own account.

Plan assets
$552K
Participants
17
Plans on file
1

The GLENN S. CALDWELL INSURANCE SERVICES INC. 401(k) on its latest Form 5500

GLENN S. CALDWELL INSURANCE SERVICES INC. (EIN 86-1124762) reports GLENN S. CALDWELL INSURANCE SERVICES INC. 401(K) PLAN on its most recent Form 5500, with $552K in plan assets across 17 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 GLENN S. CALDWELL INSURANCE SERVICES INC. filing — schedules, fees, and providers.

Who runs the GLENN S. CALDWELL INSURANCE SERVICES INC. 401(k)?

GLENN S. CALDWELL 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 GLENN S. CALDWELL INSURANCE SERVICES INC.HR for the recordkeeper’s name and login.

How to check your GLENN S. CALDWELL INSURANCE SERVICES INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask GLENN S. CALDWELL 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).
More on this employer: GLENN S. CALDWELL INSURANCE SERVICES INC. — all Form 5500 filings (EIN 86-1124762) · California employer EIN lookup · Form 5500 search
GLENN S. CALDWELL INSURANCE SERVICES INC. 401(k) Plan — Form 5500