Pleasanton Valley Insurance Brokers, Inc. 401(k) Plan

The Pleasanton Valley Insurance Brokers, Inc. 401(k) on its latest Form 5500

Pleasanton Valley Insurance Brokers, Inc. (EIN 94-3169853) reports PLEASANTON VALLEY INSURANCE BROKERS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $6.9M in plan assets across 11 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 Valley Insurance Brokers, Inc. filing — schedules, fees, and providers.

Who runs the Pleasanton Valley Insurance Brokers, Inc. 401(k)?

Pleasanton Valley Insurance Brokers, Inc.’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 Valley Insurance Brokers, Inc.HR for the recordkeeper’s name and login.

How to check your Pleasanton Valley Insurance Brokers, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Pleasanton Valley Insurance Brokers, Inc. 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).