JEFF FULLER INSURANCE AND FINA 401(k) Plan
What public Form 5500 filings show about the JEFF FULLER INSURANCE AND FINA 401(k) plan — and how to find and check your own account.
The JEFF FULLER INSURANCE AND FINA 401(k) on its latest Form 5500
JEFF FULLER INSURANCE AND FINA (EIN 47-4402167) reports JEFF FULLER INSURANCE AND FINA 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $59K in plan assets across 7 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 JEFF FULLER INSURANCE AND FINA filing — schedules, fees, and providers.
Who runs the JEFF FULLER INSURANCE AND FINA 401(k)?
JEFF FULLER INSURANCE AND FINA’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 JEFF FULLER INSURANCE AND FINAHR for the recordkeeper’s name and login.
How to check your JEFF FULLER INSURANCE AND FINA 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JEFF FULLER INSURANCE AND FINA 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).