Kellye Allison INS and FIN SVC 401(k) Plan

The Kellye Allison INS and FIN SVC 401(k) on its latest Form 5500

Kellye Allison INS and FIN SVC (EIN 26-4694520) reports KELLYE ALLISON INS AND FIN SVC 401K PLAN on its most recent Form 5500, with $34K in plan assets across 31 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 Kellye Allison INS and FIN SVC filing — schedules, fees, and providers.

Who runs the Kellye Allison INS and FIN SVC 401(k)?

Kellye Allison INS and FIN SVC’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 Kellye Allison INS and FIN SVCHR for the recordkeeper’s name and login.

How to check your Kellye Allison INS and FIN SVC 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Kellye Allison INS and FIN SVC 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).