American Stock Transfer & Trust Company, Llc 401(k) Plan: Login, Facts & Contact Information
American Stock Transfer & Trust Company, Llc 401(k) Login
342 former American Stock Transfer & Trust Company, Llc employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
American Stock Transfer & Trust Company, Llc 401(k) Plan Facts
Source: Form 5500 for plan year 2024 (Jan 1, 2024 – Dec 31, 2024), filed Oct 13, 2025. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2024
- $12.7 million went into the plan in contributions, $3.82 million of it from the employer (30%).
- $10.2 million was paid out to participants.
- Investment and other income added $16.1 million.
- Administrative expenses were $283,874, about $220 per account.
How the American Stock Transfer & Trust Company, Llc 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 1,676 | $49.9 million | $690,952 | $4.76 million |
| 2020 | 1,031 | $58.5 million | $242,835 | $4.83 million |
| 2021 | 1,093 | $65.7 million | $226,952 | $5.26 million |
| 2022 (final) | 1,018 | $0 | $705,031 | $8.92 million |
| 2023 | 1,698 | $108.7 million | $3.84 million | $6.50 million |
| 2024 | 1,557 | $126.9 million | $3.82 million | $10.2 million |
American Stock Transfer & Trust Company, Llc 401(k) Contact Information
Questions about the American Stock Transfer & Trust Company, Llc 401(k)
Does American Stock Transfer & Trust Company, Llc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.82 million, 30% of all contributions.
Does the American Stock Transfer & Trust Company, Llc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the American Stock Transfer & Trust Company, Llc 401(k) plan?
1,557 participants at the start of plan year 2024, 977 of them active employees, and 342 former employees who still had money in the plan.
What is the average 401(k) balance at American Stock Transfer & Trust Company, Llc?
About $98,236 per account: $126.9 million in plan assets across 1,292 accounts with a balance at the end of plan year 2024.
Who manages the American Stock Transfer & Trust Company, Llc 401(k) accounts?
Fidelity NetBenefits (listed on the filing as PRINICIPAL LIFE INSURANCE COMPANY) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at American Stock Transfer & Trust Company, Llc. How do I access my 401(k)?
Your account stays with Fidelity NetBenefits 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.