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FIRST TRUST PORTFOLIOS L.P. 401(k) Plan

What public Form 5500 filings show about the FIRST TRUST PORTFOLIOS L.P. 401(k) plan — and how to find and check your own account.

Plan assets
$360.3M
Participants
1,090
Plans on file
1

The FIRST TRUST PORTFOLIOS L.P. 401(k) on its latest Form 5500

FIRST TRUST PORTFOLIOS L.P. (EIN 36-3768815) reports FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN on its most recent Form 5500, with $360.3M in plan assets across 1,090 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 TRUST PORTFOLIOS L.P. filing — schedules, fees, and providers.

Who runs the FIRST TRUST PORTFOLIOS L.P. 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FIRST TRUST PORTFOLIOS L.P. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, TD AMERITRADE.

How to check your FIRST TRUST PORTFOLIOS L.P. 401(k)

  • Log in to OneAmerica’s participant portal (the site on your statements).
  • Ask FIRST TRUST PORTFOLIOS L.P. 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: FIRST TRUST PORTFOLIOS L.P. — all Form 5500 filings (EIN 36-3768815) · Illinois employer EIN lookup · Form 5500 search
FIRST TRUST PORTFOLIOS L.P. 401(k) Plan — Form 5500