What public Form 5500 filings show about the Secure Benefits LLC DBA Impelman Insurance and Investment Services 401(k) plan — and how to find and check your own account.
Secure Benefits LLC DBA Impelman Insurance and Investment Services (EIN 45-4613561) reports SECURE BENEFITS, LLC 401(K) PLAN on its most recent Form 5500, with $1.3M in plan assets across 13 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 Secure Benefits LLC DBA Impelman Insurance and Investment Services filing — schedules, fees, and providers.
Secure Benefits LLC DBA Impelman Insurance and Investment Services’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 Secure Benefits LLC DBA Impelman Insurance and Investment ServicesHR for the recordkeeper’s name and login.
