What public Form 5500 filings show about the The Retirement Advisor University I 401(k) plan — and how to find and check your own account.
The Retirement Advisor University I (EIN 27-1219777) reports THE RETIREMENT ADVISOR UNIVERSITY INC. 401(K) PLAN on its most recent Form 5500, with $669K in plan assets across 12 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 The Retirement Advisor University I filing — schedules, fees, and providers.
The Retirement Advisor University I’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 The Retirement Advisor University IHR for the recordkeeper’s name and login.
