FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 401(k) Plan
What public Form 5500 filings show about the FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 401(k) plan — and how to find and check your own account.
The FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 401(k) on its latest Form 5500
FIRST ASSOCIATED INVESTMENT ADVISORS, INC. (EIN 41-1612755) reports TEBERG COMPANIES 401(K) PLAN on its most recent Form 5500, with $608K in plan assets across 3 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 FIRST ASSOCIATED INVESTMENT ADVISORS, INC. filing — schedules, fees, and providers.
Who runs the FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 401(k)?
FIRST ASSOCIATED INVESTMENT ADVISORS, INC.’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 FIRST ASSOCIATED INVESTMENT ADVISORS, INC.HR for the recordkeeper’s name and login.
How to check your FIRST ASSOCIATED INVESTMENT ADVISORS, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask FIRST ASSOCIATED INVESTMENT ADVISORS, 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).
