AAI Associates, Inc. 401(k) Plan
What public Form 5500 filings show about the AAI Associates, Inc. 401(k) plan — and how to find and check your own account.
The AAI Associates, Inc. 401(k) on its latest Form 5500
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.
Who runs the AAI Associates, Inc. 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 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): WORLD INVESTMENT ADVISORS, IRON FIDUCIARY, CETERA ADVISORS, NATIONWIDE LIFE INSURANCE, ASSOCIATED PENSION CONSULTANTS, CETERA INVESTMENT ADVISORS.
How to check your AAI Associates, Inc. 401(k)
- Log in to Nationwide’s participant portal (the site on your statements).
- Ask AAI Associates, 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).