What public Form 5500 filings show about the Ameriprise Financial, Inc. 401(k) plan — and how to find and check your own account.
Ameriprise Financial, Inc. (EIN 13-3180631) reports AMERIPRISE FINANCIAL 401(K) PLAN on its most recent Form 5500, with $3.6B in plan assets across 8,958 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 Ameriprise Financial, 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 Alight Solutions, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Ameriprise Financial, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TOWERS WATSON INVESTMENT SERVICES, PRINCIPAL TRUST CO, ALIGHT FINANCIAL SOLUTIONS, LOOMIS SAYLES TRUST, KENNEDY CAPITAL MANAGEMENT, MORGAN STANLEY INVESTMENT MGMT.
