ADVERTISING SPECIALTY INSTITUTE, INC. 401(k) Plan
What public Form 5500 filings show about the ADVERTISING SPECIALTY INSTITUTE, INC. 401(k) plan — and how to find and check your own account.
The ADVERTISING SPECIALTY INSTITUTE, INC. 401(k) on its latest Form 5500
ADVERTISING SPECIALTY INSTITUTE, INC. (EIN 23-1608621) reports COHN FAMILY CORPORATE PROFIT SHARING PLAN on its most recent Form 5500, with $82.6M in plan assets across 407 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 ADVERTISING SPECIALTY INSTITUTE, INC. filing — schedules, fees, and providers.
Who runs the ADVERTISING SPECIALTY INSTITUTE, 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ADVERTISING SPECIALTY INSTITUTE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS, CHARLES SCHWAB & CO.
How to check your ADVERTISING SPECIALTY INSTITUTE, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask ADVERTISING SPECIALTY INSTITUTE, 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).