Pleasanton Insurance & Financial 401(k) Plan
What public Form 5500 filings show about the Pleasanton Insurance & Financial 401(k) plan — and how to find and check your own account.
The Pleasanton Insurance & Financial 401(k) on its latest Form 5500
Pleasanton Insurance & Financial (EIN 82-3111407) reports PLEASANTON INSURANCE & FINANCIAL SERVICES INC on its most recent Form 5500, with $148K in plan assets across 4 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 Pleasanton Insurance & Financial filing — schedules, fees, and providers.
Who runs the Pleasanton Insurance & Financial 401(k)?
Pleasanton Insurance & Financial’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 Pleasanton Insurance & FinancialHR for the recordkeeper’s name and login.
How to check your Pleasanton Insurance & Financial 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Pleasanton Insurance & Financial 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).