What public Form 5500 filings show about the Association Member Benefits Advisors, LLC 401(k) plan — and how to find and check your own account.
Association Member Benefits Advisors, LLC (EIN 74-2992940) reports ASSOCIATION MEMBER BENEFITS ADVISORS, LLC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $23.3M in plan assets across 497 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 Association Member Benefits Advisors, LLC filing — schedules, fees, and providers.
Association Member Benefits Advisors, 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 Association Member Benefits Advisors, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB BANK, AMERITAS LIFE INSURANCE.
