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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

PEREZ INSURANCE & FINANCIAL SERV 401(k) Plan

What public Form 5500 filings show about the PEREZ INSURANCE & FINANCIAL SERV 401(k) plan — and how to find and check your own account.

Plan assets
$122K
Participants
19
Plans on file
1

The PEREZ INSURANCE & FINANCIAL SERV 401(k) on its latest Form 5500

PEREZ INSURANCE & FINANCIAL SERV (EIN 45-4131730) reports PEREZ INSURANCE & FINANCIAL SERVICES LLC 401(K) PLAN on its most recent Form 5500, with $122K in plan assets across 19 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 PEREZ INSURANCE & FINANCIAL SERV filing — schedules, fees, and providers.

Who runs the PEREZ INSURANCE & FINANCIAL SERV 401(k)?

PEREZ INSURANCE & FINANCIAL SERV’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 PEREZ INSURANCE & FINANCIAL SERVHR for the recordkeeper’s name and login.

How to check your PEREZ INSURANCE & FINANCIAL SERV 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask PEREZ INSURANCE & FINANCIAL SERV 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).
More on this employer: PEREZ INSURANCE & FINANCIAL SERV — all Form 5500 filings (EIN 45-4131730) · Illinois employer EIN lookup · Form 5500 search
PEREZ INSURANCE & FINANCIAL SERV 401(k) Plan — Form 5500