What public Form 5500 filings show about the AAI Associates, Inc. 401(k) plan — and how to find and check your own account.
AAI Associates, Inc. (EIN 35-2442153) reports AAI ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $12.0M in plan assets across 94 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 AAI Associates, Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AAI Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASSOCIATED PENSION CONSULTANTS, CETERA INVESTMENT ADVISORS, NATIONWIDE LIFE INSURANCE, IRON FIDUCIARY, WORLD INVESTMENT ADVISORS, CETERA ADVISORS.
