What public Form 5500 filings show about the American Express Company and Its Participating Subsidiaries 401(k) plan — and how to find and check your own account.
American Express Company and Its Participating Subsidiaries (EIN 13-4922250) reports AMERICAN EXPRESS RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $9.1B in plan assets across 25,049 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 Express Company and Its Participating Subsidiaries 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your American Express Company and Its Participating Subsidiaries 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLACKROCK INSTITUTIONAL TRUST CO, AMERICAN EXPRESS, PRINCIPAL, HARRISON STREET, JP MORGAN INVESTMENT MANAGEMENT, PACIFIC INVESTMENT MANAGEMENT CO.
