Advantage Integration Technology, Inc. 401(k) Plan
What public Form 5500 filings show about the Advantage Integration Technology, Inc. 401(k) plan — and how to find and check your own account.
The Advantage Integration Technology, Inc. 401(k) on its latest Form 5500
Advantage Integration Technology, Inc. (EIN 20-2819998) reports ADVANTAGE INTEGRATION TECHNOLOGY, INC. 401(K) PLAN on its most recent Form 5500, with $3.9M in plan assets across 96 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 Advantage Integration Technology, Inc. filing — schedules, fees, and providers.
Who runs the Advantage Integration Technology, 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 CPI QUALIFIED PLAN CONSULTANTS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Advantage Integration Technology, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KESTRA ADVISORY SERVICES, MORSE DOMEIER BUMGARDNER.
How to check your Advantage Integration Technology, Inc. 401(k)
- Log in to CPI QUALIFIED PLAN CONSULTANTS’s participant portal (the site on your statements).
- Ask Advantage Integration Technology, 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).