Insurance Advisors and Administrators, Inc. 401(k) Plan

The Insurance Advisors and Administrators, Inc. 401(k) on its latest Form 5500

Insurance Advisors and Administrators, Inc. (EIN 59-2167607) reports INSURANCE ADVISORS AND ADMINISTRATORS, INC. 401(K) PLAN on its most recent Form 5500, with $299K in plan assets across 4 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 Insurance Advisors and Administrators, Inc. filing — schedules, fees, and providers.

Who runs the Insurance Advisors and Administrators, Inc. 401(k)?

Insurance Advisors and Administrators, 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 Insurance Advisors and Administrators, Inc.HR for the recordkeeper’s name and login.

How to check your Insurance Advisors and Administrators, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Insurance Advisors and Administrators, 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).