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Education Loan Finance, Inc. 401(k) Plan

What public Form 5500 filings show about the Education Loan Finance, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$23.7M
Participants
328
Plans on file
1

The Education Loan Finance, Inc. 401(k) on its latest Form 5500

Education Loan Finance, Inc. (EIN 62-1586836) reports EDUCATION LOAN FINANCE, INC 401(K) PLAN on its most recent Form 5500, with $23.7M in plan assets across 328 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 Education Loan Finance, Inc. filing — schedules, fees, and providers.

Who runs the Education Loan Finance, Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is AMERICAN TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Education Loan Finance, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TENNESSE PENSION ADMINISTRATORS, RATHER & KITTRELL.

How to check your Education Loan Finance, Inc. 401(k)

  • Log in to AMERICAN TRUST’s participant portal (the site on your statements).
  • Ask Education Loan Finance, Inc. 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).
More on this employer: Education Loan Finance, Inc. — all Form 5500 filings (EIN 62-1586836) · Tennessee employer EIN lookup · Form 5500 search