ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. 401(k) Plan
What public Form 5500 filings show about the ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. 401(k) plan — and how to find and check your own account.
The ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. 401(k) on its latest Form 5500
ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. (EIN 88-1621703) reports ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. 401(K) PLAN on its most recent Form 5500, with $24K 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 ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. filing — schedules, fees, and providers.
Who runs the ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. 401(k)?
ROB EDWARDS SR INSURANCE AND FINANCIAL 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 ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC.HR for the recordkeeper’s name and login.
How to check your ROB EDWARDS SR INSURANCE AND FINANCIAL SERVICES INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ROB EDWARDS SR INSURANCE AND FINANCIAL 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).