PRIVATE CLIENT SELECT INSURANCE 401(k) Plan
What public Form 5500 filings show about the PRIVATE CLIENT SELECT INSURANCE 401(k) plan — and how to find and check your own account.
The PRIVATE CLIENT SELECT INSURANCE 401(k) on its latest Form 5500
PRIVATE CLIENT SELECT INSURANCE (EIN 88-4200069) reports PRIVATE CLIENT SELECT INSURANCE SERVICES LLC 401(K) RETIREMENT on its most recent Form 5500, with $87.0M in plan assets across 422 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 PRIVATE CLIENT SELECT INSURANCE filing — schedules, fees, and providers.
Who runs the PRIVATE CLIENT SELECT INSURANCE 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your PRIVATE CLIENT SELECT INSURANCE 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GLOBAL RETIREMENT PARTNERS.
How to check your PRIVATE CLIENT SELECT INSURANCE 401(k)
- Log in to ADP’s participant portal (the site on your statements).
- Ask PRIVATE CLIENT SELECT INSURANCE 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).