What public Form 5500 filings show about the Applied Research Associates, Inc. 401(k) plan — and how to find and check your own account.
Applied Research Associates, Inc. (EIN 85-0276434) reports APPLIED RESEARCH ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $573.0M in plan assets across 2,218 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 Applied Research Associates, 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Applied Research Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KPMG LLP, TRANSITION FINANCE STRATEGIES, VANGUARD ADVISERS, STOUT RESIUS ROSS, POLSINELLI PC, ALERUS TRUST.
