What public Form 5500 filings show about the Jeffrey A. Perry Insurance & Financial Services, 401(k) plan — and how to find and check your own account.
Jeffrey A. Perry Insurance & Financial Services, (EIN 68-0501383) reports PERRY FINANCAL NETWORK 401 (K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.4M in plan assets across 6 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 Jeffrey A. Perry Insurance & Financial Services, filing — schedules, fees, and providers.
Jeffrey A. Perry Insurance & Financial Services,’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 Jeffrey A. Perry Insurance & Financial Services,HR for the recordkeeper’s name and login.
