What public Form 5500 filings show about the Sheets Insurance & Financial Services, Inc. 401(k) plan — and how to find and check your own account.
Sheets Insurance & Financial Services, Inc. (EIN 26-1635218) reports PAUL SHEETS AGENCY 401(K) PLAN on its most recent Form 5500, with $19K in plan assets across 12 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 Sheets Insurance & Financial Services, Inc. filing — schedules, fees, and providers.
Sheets Insurance & 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 Sheets Insurance & Financial Services, Inc.HR for the recordkeeper’s name and login.
