XS BROKERS 401(k) Plan
What public Form 5500 filings show about the XS BROKERS 401(k) plan — and how to find and check your own account.
The XS BROKERS 401(k) on its latest Form 5500
XS BROKERS (EIN 04-2658206) reports XS BROKERS INSURANCE AGENCY, INC. 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $25.2M in plan assets across 203 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 XS BROKERS filing — schedules, fees, and providers.
Who runs the XS BROKERS 401(k)?
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 XS BROKERS 401(k).
How to check your XS BROKERS 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask XS BROKERS 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).