What public Form 5500 filings show about the Insero & Co. CPAS, LLP 401(k) plan — and how to find and check your own account.
Insero & Co. CPAS, LLP (EIN 47-5324570) reports INSERO & CO. CPAS, LLP 401(K) PLAN on its most recent Form 5500, with $25.6M in plan assets across 131 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 Insero & Co. CPAS, LLP 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 USI CONSULTING GROUP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Insero & Co. CPAS, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY INVESTMENTS INSTITUTIONAL, JEFFREY L OFFHAUS CPA, ALERA INVESTMENT ADVISORS, NEWPORT GROUP, BAM ADVISOR SERVICES.
