AMERICAN EXCELSIOR COMPANY 401(k) Plan
What public Form 5500 filings show about the AMERICAN EXCELSIOR COMPANY 401(k) plan — and how to find and check your own account.
The AMERICAN EXCELSIOR COMPANY 401(k) on its latest Form 5500
AMERICAN EXCELSIOR COMPANY (EIN 75-1492124) reports AMERICAN EXCELSIOR COMPANY 401(K) SAVINGS PLAN on its most recent Form 5500, with $30.7M in plan assets across 474 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 EXCELSIOR COMPANY filing — schedules, fees, and providers.
Who runs the AMERICAN EXCELSIOR COMPANY 401(k)?
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 AMERICAN EXCELSIOR COMPANY 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING.
How to check your AMERICAN EXCELSIOR COMPANY 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask AMERICAN EXCELSIOR COMPANY 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).