What public Form 5500 filings show about the Stuart Surles Insurance and Realty, Inc. 401(k) plan — and how to find and check your own account.
Stuart Surles Insurance and Realty, Inc. (EIN 56-1708572) reports STUART SURLES INSURANCE AND REALTY, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $1.7M in plan assets across 3 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 Stuart Surles Insurance and Realty, Inc. filing — schedules, fees, and providers.
Stuart Surles Insurance and Realty, 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 Stuart Surles Insurance and Realty, Inc.HR for the recordkeeper’s name and login.
