ADAMS AND ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the ADAMS AND ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The ADAMS AND ASSOCIATES, INC. 401(k) on its latest Form 5500
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.
Who runs the ADAMS AND 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 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): SECURITIES AMERICA, M3 INSURANCE SOLUTIONS, ANTHEM LIFE INSURANCE, FIDUCIARY PLAN MANAGEMENT SERVICES, FCE BENEFIT ADMINISTRATORS, MORNINGSTAR INVESTMENT MANAGEMENT L.
How to check your ADAMS AND ASSOCIATES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask ADAMS AND 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).