What public Form 5500 filings show about the American Fidelity Corporation 401(k) plan — and how to find and check your own account.
American Fidelity Corporation (EIN 73-0966202) reports AMERICAN FIDELITY COMPANIES EMPLOYEE SAVINGS PLAN on its most recent Form 5500, with $870.5M in plan assets across 3,713 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 Fidelity Corporation 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 Fidelity Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CIGNA HEALTH AND LIFE INSURANCE COM, DELTA DENTAL, DISABILITY RMS, SAGE ADVISORY, FOSTER & FOSTER.
