What public Form 5500 filings show about the Adams and Associates, Inc. 401(k) plan — and how to find and check your own account.
Adams and Associates, Inc. (EIN 88-0263693) reports ADAMS AND ASSOCIATES 401(K) SAVINGS PLAN on its most recent Form 5500, with $36.1M in plan assets across 1,860 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 Adams and 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Adams and Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDUCIARY PLAN MANAGEMENT SERVICES, OSAIC WEALTH, ADAMS AND ASSOCIATES, FCE BENEFIT ADMINISTRATORS, MORNINGSTAR INVESTMENT MANAGEMENT L, INEICH & LLP.
