What public Form 5500 filings show about the Surevest Insurance Group, LLC 401(k) plan — and how to find and check your own account.
Surevest Insurance Group, LLC (EIN 20-1651632) reports SUREVEST INSURANCE GROUP, LLC 401(K) PLAN on its most recent Form 5500, with $256K in plan assets across 20 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 Surevest Insurance Group, LLC filing — schedules, fees, and providers.
Surevest Insurance Group, LLC’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 Surevest Insurance Group, LLCHR for the recordkeeper’s name and login.
