YU INS AND FIN SVCS, INC. 401(k) Plan
What public Form 5500 filings show about the YU INS AND FIN SVCS, INC. 401(k) plan — and how to find and check your own account.
The YU INS AND FIN SVCS, INC. 401(k) on its latest Form 5500
YU INS AND FIN SVCS, INC. (EIN 46-3038646) reports YU INS AND FIN SVCS, INC. 401(K) PLAN on its most recent Form 5500, with $519K in plan assets across 13 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 YU INS AND FIN SVCS, INC. filing — schedules, fees, and providers.
Who runs the YU INS AND FIN SVCS, INC. 401(k)?
YU INS AND FIN SVCS, 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 YU INS AND FIN SVCS, INC.HR for the recordkeeper’s name and login.
How to check your YU INS AND FIN SVCS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask YU INS AND FIN SVCS, 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).