TREVOR YATES INS. AND FINANCIAL 401(k) Plan
What public Form 5500 filings show about the TREVOR YATES INS. AND FINANCIAL 401(k) plan — and how to find and check your own account.
The TREVOR YATES INS. AND FINANCIAL 401(k) on its latest Form 5500
TREVOR YATES INS. AND FINANCIAL (EIN 47-4344410) reports TREVOR YATES INS. AND FINANCIAL 401(K) PLAN on its most recent Form 5500, with $143K in plan assets across 4 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 TREVOR YATES INS. AND FINANCIAL filing — schedules, fees, and providers.
Who runs the TREVOR YATES INS. AND FINANCIAL 401(k)?
TREVOR YATES INS. AND FINANCIAL’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 TREVOR YATES INS. AND FINANCIALHR for the recordkeeper’s name and login.
How to check your TREVOR YATES INS. AND FINANCIAL 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask TREVOR YATES INS. AND FINANCIAL 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).