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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

ADVANTAGE INVESTMENT MANAGEMENT, LLC 401(k) Plan

What public Form 5500 filings show about the ADVANTAGE INVESTMENT MANAGEMENT, LLC 401(k) plan — and how to find and check your own account.

Plan assets
$584K
Participants
3
Plans on file
1

The ADVANTAGE INVESTMENT MANAGEMENT, LLC 401(k) on its latest Form 5500

ADVANTAGE INVESTMENT MANAGEMENT, LLC (EIN 61-1222864) reports AIM 401(K) PLAN on its most recent Form 5500, with $584K in plan assets across 3 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 INVESTMENT MANAGEMENT, LLC filing — schedules, fees, and providers.

Who runs the ADVANTAGE INVESTMENT MANAGEMENT, LLC 401(k)?

ADVANTAGE INVESTMENT MANAGEMENT, LLC’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 ADVANTAGE INVESTMENT MANAGEMENT, LLCHR for the recordkeeper’s name and login.

How to check your ADVANTAGE INVESTMENT MANAGEMENT, LLC 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask ADVANTAGE INVESTMENT MANAGEMENT, LLC 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).
More on this employer: ADVANTAGE INVESTMENT MANAGEMENT, LLC — all Form 5500 filings (EIN 61-1222864) · Kentucky employer EIN lookup · Form 5500 search
ADVANTAGE INVESTMENT MANAGEMENT, LLC 401(k) Plan — Form 5500