AMERICAN FINANCIAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the AMERICAN FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The AMERICAN FINANCIAL GROUP, INC. 401(k) on its latest Form 5500
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.
Who runs the AMERICAN FINANCIAL GROUP, INC. 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 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): UBS FINANCIAL SERVICES, AMERICAN HEART ASSOCIATION, UNITED BEHAVIORAL HEALTH DBA OPTUM, VITALITY, LIFE INSURANCE CO OF NORTH AMERICA, MERCER.
How to check your AMERICAN FINANCIAL GROUP, INC. 401(k)
- Log in to Merrill (Bank of America)’s participant portal (the site on your statements).
- Ask AMERICAN FINANCIAL GROUP, INC. 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).