What public Form 5500 filings show about the Applied Underwriters Inc. 401(k) plan — and how to find and check your own account.
Applied Underwriters Inc. (EIN 94-3252393) reports APPLIED UNDERWRITERS INC. RETIREMENT SAVING PLAN on its most recent Form 5500, with $94.0M in plan assets across 909 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 Underwriters 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Applied Underwriters Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CETERA INVESTMENT ADVISERS, CHARLES SCHWAB & CO.
