What public Form 5500 filings show about the Allianz Asset Management of America LLC 401(k) plan — and how to find and check your own account.
Allianz Asset Management of America LLC (EIN 99-0994535) reports ALLIANZ ASSET MANAGEMENT OF AMERICA 401(K) SAVINGS AND RETIREMENT PLAN on its most recent Form 5500, with $2.2B in plan assets across 2,228 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 Allianz Asset Management of America LLC 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Allianz Asset Management of America LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EP WEALTH ADVISORS, WEALTH ENHANCEMENT ADVISORY SE, EVOKE WEALTH, SIGNATUREFD, BROWN BROTHERS HARRIMAN, FISHER INVESTMENTS.
