AN EXCEPTIONAL LIFE FINANCIAL, LLC 401(k) Plan
What public Form 5500 filings show about the AN EXCEPTIONAL LIFE FINANCIAL, LLC 401(k) plan — and how to find and check your own account.
The AN EXCEPTIONAL LIFE FINANCIAL, LLC 401(k) on its latest Form 5500
AN EXCEPTIONAL LIFE FINANCIAL, LLC (EIN 82-1231045) reports AELF 401(K) PLAN on its most recent Form 5500, with $111K in plan assets across 5 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 AN EXCEPTIONAL LIFE FINANCIAL, LLC filing — schedules, fees, and providers.
Who runs the AN EXCEPTIONAL LIFE FINANCIAL, LLC 401(k)?
AN EXCEPTIONAL LIFE FINANCIAL, LLC’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 AN EXCEPTIONAL LIFE FINANCIAL, LLCHR for the recordkeeper’s name and login.
How to check your AN EXCEPTIONAL LIFE FINANCIAL, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask AN EXCEPTIONAL LIFE FINANCIAL, LLC 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).