What public Form 5500 filings show about the Advanced Energy Industries, Inc. 401(k) plan — and how to find and check your own account.
Advanced Energy Industries, Inc. (EIN 84-0846841) reports ADVANCED ENERGY INDUSTRIES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $259.6M in plan assets across 1,136 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 Advanced Energy Industries, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Advanced Energy Industries, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, FIRST WESTERN TRUST.
