ACADEMY FOR INSTITUTIONAL INVESTORS 401(k) Plan
What public Form 5500 filings show about the ACADEMY FOR INSTITUTIONAL INVESTORS 401(k) plan — and how to find and check your own account.
The ACADEMY FOR INSTITUTIONAL INVESTORS 401(k) on its latest Form 5500
ACADEMY FOR INSTITUTIONAL INVESTORS (EIN 86-2727947) reports ACADEMY FOR INSTITUTIONAL INVESTORS 401(K) on its most recent Form 5500, with $105K in plan assets across 4 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 ACADEMY FOR INSTITUTIONAL INVESTORS filing — schedules, fees, and providers.
Who runs the ACADEMY FOR INSTITUTIONAL INVESTORS 401(k)?
ACADEMY FOR INSTITUTIONAL INVESTORS’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 ACADEMY FOR INSTITUTIONAL INVESTORSHR for the recordkeeper’s name and login.
How to check your ACADEMY FOR INSTITUTIONAL INVESTORS 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask ACADEMY FOR INSTITUTIONAL INVESTORS 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).