TRAN INSURANCE AND FINANCIAL SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the TRAN INSURANCE AND FINANCIAL SERVICES, INC. 401(k) plan — and how to find and check your own account.
The TRAN INSURANCE AND FINANCIAL SERVICES, INC. 401(k) on its latest Form 5500
TRAN INSURANCE AND FINANCIAL SERVICES, INC. (EIN 46-3956919) reports TIM TRAN AGENCY 401(K) PLAN on its most recent Form 5500, with $633K in plan assets across 11 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 TRAN INSURANCE AND FINANCIAL SERVICES, INC. filing — schedules, fees, and providers.
Who runs the TRAN INSURANCE AND FINANCIAL SERVICES, INC. 401(k)?
TRAN INSURANCE AND FINANCIAL SERVICES, 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 TRAN INSURANCE AND FINANCIAL SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your TRAN INSURANCE AND FINANCIAL SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TRAN INSURANCE AND FINANCIAL SERVICES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).