Advisor Group, Inc. 401(k) Plan: Login, Facts & Contact Information
Advisor Group, Inc. 401(k) Login
655 former Advisor Group, Inc. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
Advisor Group, Inc. 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 14, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $44.1 million went into the plan in contributions, $14.0 million of it from the employer (32%).
- $36.4 million was paid out to participants.
- Investment and other income added $44.0 million.
- Administrative expenses were $337,013, about $101 per account.
How the Advisor Group, Inc. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,049 | $99.2 million | $3.99 million | $7.33 million |
| 2020 | 1,239 | $198.2 million | $8.75 million | $14.0 million |
| 2021 | 2,525 | $234.5 million | $8.17 million | $23.2 million |
| 2022 | 2,467 | $212.8 million | $11.2 million | $17.0 million |
| 2023 | 2,940 | $302.0 million | $12.2 million | $19.6 million |
| 2024 | 3,118 | $353.4 million | $14.0 million | $36.4 million |
Advisor Group, Inc. 401(k) Contact Information
Questions about the Advisor Group, Inc. 401(k)
Does Advisor Group, Inc contribute to the 401(k)?
The plan does not report an employer matching arrangement on its Form 5500. It did report $14.0 million in employer contributions for plan year 2024.
Does the Advisor Group, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Advisor Group, Inc 401(k) plan?
3,118 participants at the start of plan year 2024, 2,689 of them active employees, and 655 former employees who still had money in the plan.
What is the average 401(k) balance at Advisor Group, Inc?
About $105,575 per account: $353.4 million in plan assets across 3,347 accounts with a balance at the end of plan year 2024.
Who manages the Advisor Group, Inc 401(k) accounts?
Vanguard (listed on the filing as THE VANGUARD GROUP, INC.) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at Advisor Group, Inc. How do I access my 401(k)?
Your account stays with Vanguard after you leave, so you can log in with the same credentials. If your balance was small, the plan may have rolled it into an IRA in your name. If you can't find it, Beagle can locate it for you.