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Insight Financial Partners Pooled Employer Plan

Plan Fiduciary Services, Inc., Clearwater FL. Employer ID 273523833, plan number 002. Annual reports on file for 2024 to 2024.

Where the money went

  1. Filed 2024-2024Insight Financial Partners Pooled Employer Plan, Plan Fiduciary Services, Inc.
  2. TodayInsight Financial Partners Pooled Employer Plan still files. That is where to ask.

Worked here?

Check your years. We show whether the plan merged or moved money while you were there, and draft the letter to the plan that holds it now.

Check my years

Events in the filings

No unusual events.

People in the plan

"Left, still in the plan" counts people who left the employer but still have a benefit in the plan, as reported by the plan.

Plan yearParticipantsLeft, still in the planSource
2024298Filing

Source: U.S. Department of Labor Form 5500 filings. Plan-level facts only; no one's balance. Information only, not legal advice.