What public Form 5500 filings show about the AVI Systems, Inc. 401(k) plan — and how to find and check your own account.
AVI Systems, Inc. (EIN 45-0321251) reports AVI SYSTEMS, INC. EMPLOYEE STOCK OWNERSHIP PLAN on its most recent Form 5500, with $399.5M in plan assets across 1,191 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 AVI Systems, 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 Alerus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AVI Systems, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): INTELLICENTS INVESTMENT SOLUTIONS, SUMMIT FIDUCIARY GROUP, FORVIS LLP.
