What public Form 5500 filings show about the Investmark Advisory Group, LLC 401(k) plan — and how to find and check your own account.
Investmark Advisory Group, LLC (EIN 81-4468421) reports IMVESTMARK 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $3.3M in plan assets across 13 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 Investmark Advisory Group, LLC filing — schedules, fees, and providers.
Investmark Advisory Group, LLC’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 Investmark Advisory Group, LLCHR for the recordkeeper’s name and login.
