What public Form 5500 filings show about the TIS Insurance Services, Inc. 401(k) plan — and how to find and check your own account.
TIS Insurance Services, Inc. (EIN 62-0426847) reports TIS INSURANCE SERVICES, INC. 401(K) PROFIT SHARING on its most recent Form 5500, with $21.3M in plan assets across 90 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 TIS Insurance Services, Inc. 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your TIS Insurance Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TENNESSEE PENSION ADMINISTRATORS, WELLS FARGO ADVISORS.
