What public Form 5500 filings show about the The Complete Insurance Source 401(k) plan — and how to find and check your own account.
The Complete Insurance Source (EIN 58-1091455) reports THE COMPLETE INSURANCE SOURCE 401K PROFIT SHARING PLAN on its most recent Form 5500, with $2.9M in plan assets across 14 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 The Complete Insurance Source filing — schedules, fees, and providers.
The Complete Insurance Source’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 The Complete Insurance SourceHR for the recordkeeper’s name and login.
