What public Form 5500 filings show about the American Assets Trust, LP 401(k) plan — and how to find and check your own account.
American Assets Trust, LP (EIN 27-3338894) reports AMERICAN ASSETS TRUST LP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $27.2M in plan assets across 219 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 American Assets Trust, LP 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 ADP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your American Assets Trust, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ADP BROKER-DEALER, MORGAN STANLEY SMITH BARNEY.
