Insero & Co. CPAS, LLP 401(k) Plan
What public Form 5500 filings show about the Insero & Co. CPAS, LLP 401(k) plan — and how to find and check your own account.
The Insero & Co. CPAS, LLP 401(k) on its latest Form 5500
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.
Who runs the Insero & Co. CPAS, LLP 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 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, NEWPORT GROUP, ALERA INVESTMENT ADVISORS, BAM ADVISOR SERVICES.
How to check your Insero & Co. CPAS, LLP 401(k)
- Log in to USI CONSULTING GROUP’s participant portal (the site on your statements).
- Ask Insero & Co. CPAS, LLP 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).