What public Form 5500 filings show about the Agamatrix, Inc. 401(k) plan — and how to find and check your own account.
Agamatrix, Inc. (EIN 01-0705345) reports AGAMATRIX, INC. 401(K) PLAN on its most recent Form 5500, with $9.0M in plan assets across 25 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 Agamatrix, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Agamatrix, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WILSHIRE ADVISORS, AMERIPRISE FINANCIAL SERVICES.