What public Form 5500 filings show about the NISA Investment Advisors, LLC 401(k) plan — and how to find and check your own account.
NISA Investment Advisors, LLC (EIN 48-1140940) reports NISA INVESTMENT ADVISORS, LLC PROFIT SHARING PLAN on its most recent Form 5500, with $124.0M in plan assets across 388 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 NISA Investment Advisors, LLC filing — schedules, fees, and providers.
NISA Investment 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 NISA Investment 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 & CO, DEW WEALTH STRATEGIES.
