PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC. 401(k) plan — and how to find and check your own account.
The PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC. 401(k) on its latest Form 5500
PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC. (EIN 77-0369608) reports PFIS 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $0 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 PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC. filing — schedules, fees, and providers.
Who runs the PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC. 401(k)?
PROTECTIVE FINANCIAL & INSURANCE SERVICES, 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 PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your PROTECTIVE FINANCIAL & INSURANCE SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask PROTECTIVE FINANCIAL & INSURANCE SERVICES, 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).