AJR WEALTH ADVISORS INC. 401(k) Plan
What public Form 5500 filings show about the AJR WEALTH ADVISORS INC. 401(k) plan — and how to find and check your own account.
The AJR WEALTH ADVISORS INC. 401(k) on its latest Form 5500
AJR WEALTH ADVISORS INC. (EIN 92-1951985) reports AJR WEALTH ADVISORS INC. 401(K) PLAN on its most recent Form 5500, with $92K in plan assets across 2 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 AJR WEALTH ADVISORS INC. filing — schedules, fees, and providers.
Who runs the AJR WEALTH ADVISORS INC. 401(k)?
AJR WEALTH ADVISORS 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 AJR WEALTH ADVISORS INC.HR for the recordkeeper’s name and login.
How to check your AJR WEALTH ADVISORS INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask AJR WEALTH ADVISORS 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).