ADVISORS ASSET MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the ADVISORS ASSET MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The ADVISORS ASSET MANAGEMENT, INC. 401(k) on its latest Form 5500
ADVISORS ASSET MANAGEMENT, INC. (EIN 20-0532180) reports ADVISORS ASSET MANAGEMENT, INC. 401K PLAN on its most recent Form 5500, with $57.3M in plan assets across 274 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 ADVISORS ASSET MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the ADVISORS ASSET MANAGEMENT, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your ADVISORS ASSET MANAGEMENT, INC. 401(k).
How to check your ADVISORS ASSET MANAGEMENT, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask ADVISORS ASSET MANAGEMENT, 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).