AMERICAN FINANCIAL EDUCATION ALLIANCE 401(k) Plan
What public Form 5500 filings show about the AMERICAN FINANCIAL EDUCATION ALLIANCE 401(k) plan — and how to find and check your own account.
The AMERICAN FINANCIAL EDUCATION ALLIANCE 401(k) on its latest Form 5500
AMERICAN FINANCIAL EDUCATION ALLIANCE (EIN 38-3844292) reports AMERICAN FINANCIAL EDUCATION ALLIANCE RETIREMENT PLAN on its most recent Form 5500, with $119K in plan assets across 10 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 FINANCIAL EDUCATION ALLIANCE filing — schedules, fees, and providers.
Who runs the AMERICAN FINANCIAL EDUCATION ALLIANCE 401(k)?
AMERICAN FINANCIAL EDUCATION ALLIANCE’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask AMERICAN FINANCIAL EDUCATION ALLIANCEHR for the recordkeeper’s name and login.
How to check your AMERICAN FINANCIAL EDUCATION ALLIANCE 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask AMERICAN FINANCIAL EDUCATION ALLIANCE 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).