SCISM INSURANCE AND FINANCIAL SE 401(k) Plan
What public Form 5500 filings show about the SCISM INSURANCE AND FINANCIAL SE 401(k) plan — and how to find and check your own account.
The SCISM INSURANCE AND FINANCIAL SE 401(k) on its latest Form 5500
SCISM INSURANCE AND FINANCIAL SE (EIN 33-1693266) reports SCISM INSURANCE AND FINANCIAL SERVICES INC on its most recent Form 5500, with $40K in plan assets across 2 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 SCISM INSURANCE AND FINANCIAL SE filing — schedules, fees, and providers.
Who runs the SCISM INSURANCE AND FINANCIAL SE 401(k)?
SCISM INSURANCE AND FINANCIAL SE’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 SCISM INSURANCE AND FINANCIAL SEHR for the recordkeeper’s name and login.
How to check your SCISM INSURANCE AND FINANCIAL SE 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SCISM INSURANCE AND FINANCIAL SE 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).
