LIFE BROKERAGE FINANICAL GROUP 401(k) Plan
What public Form 5500 filings show about the LIFE BROKERAGE FINANICAL GROUP 401(k) plan — and how to find and check your own account.
The LIFE BROKERAGE FINANICAL GROUP 401(k) on its latest Form 5500
LIFE BROKERAGE FINANICAL GROUP (EIN 77-0672218) reports LIFE BROKERAGE FINANICAL GROUP 401K PLAN on its most recent Form 5500, with $449K in plan assets across 10 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 LIFE BROKERAGE FINANICAL GROUP filing — schedules, fees, and providers.
Who runs the LIFE BROKERAGE FINANICAL GROUP 401(k)?
LIFE BROKERAGE FINANICAL GROUP’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 LIFE BROKERAGE FINANICAL GROUPHR for the recordkeeper’s name and login.
How to check your LIFE BROKERAGE FINANICAL GROUP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask LIFE BROKERAGE FINANICAL GROUP 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).