RAGGI INS. AND FINANCIAL SVS, INC. 401(k) Plan
What public Form 5500 filings show about the RAGGI INS. AND FINANCIAL SVS, INC. 401(k) plan — and how to find and check your own account.
The RAGGI INS. AND FINANCIAL SVS, INC. 401(k) on its latest Form 5500
RAGGI INS. AND FINANCIAL SVS, INC. (EIN 93-2504168) reports ANTHONY RAGGI INSURANCE 401(K) PLAN on its most recent Form 5500, with $271K 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 RAGGI INS. AND FINANCIAL SVS, INC. filing — schedules, fees, and providers.
Who runs the RAGGI INS. AND FINANCIAL SVS, INC. 401(k)?
RAGGI INS. AND FINANCIAL SVS, 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 RAGGI INS. AND FINANCIAL SVS, INC.HR for the recordkeeper’s name and login.
How to check your RAGGI INS. AND FINANCIAL SVS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask RAGGI INS. AND FINANCIAL SVS, 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).