What public Form 5500 filings show about the American Financial Group, Inc. 401(k) plan — and how to find and check your own account.
American Financial Group, Inc. (EIN 31-1544320) reports AMERICAN FINANCIAL GROUP 401K RETIREMENT AND SAVINGS PLAN on its most recent Form 5500, with $2.3B in plan assets across 7,790 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 Group, Inc. 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your American Financial Group, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VITALITY, UBS FINANCIAL SERVICES, LIFE INSURANCE CO OF NORTH AMERICA, MERCER, CLARK SCHAEFER HACKETT & CO, UNITED HEALTHCARE SERVICES.
