What public Form 5500 filings show about the Texas Wasatch Insurance Services, L.P. 401(k) plan — and how to find and check your own account.
Texas Wasatch Insurance Services, L.P. (EIN 74-3107166) reports GOOSEHEAD INSURANCE 401K PLAN on its most recent Form 5500, with $30.5M in plan assets across 1,678 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 Texas Wasatch Insurance Services, L.P. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Texas Wasatch Insurance Services, L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, ALLIANT RETIREMENT SERVICES.
