What public Form 5500 filings show about the Agemy Financial Strategies, Inc. 401(k) plan — and how to find and check your own account.
Agemy Financial Strategies, Inc. (EIN 45-4083226) reports AFSI 401(K) PLAN on its most recent Form 5500, with $566K in plan assets across 6 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 Agemy Financial Strategies, Inc. filing — schedules, fees, and providers.
Agemy Financial Strategies, Inc.’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 Agemy Financial Strategies, Inc.HR for the recordkeeper’s name and login.
