First Trust Portfolios L.p. 401(k) Plan: Login, Facts & Contact Information
First Trust Portfolios L.p. 401(k) Login
114 former First Trust Portfolios L.p. employees still have money in this plan.
Retirement plan providers can change. This information is from the plan's 2024 filing.
First Trust Portfolios L.p. 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
- $25.8 million went into the plan in contributions, $3.58 million of it from the employer (14%).
- $9.21 million was paid out to participants.
- Investment and other income added $48.5 million.
- Administrative expenses were $62,277, about $52 per account.
How the First Trust Portfolios L.p. 401(k) changed, 2019–2024
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2019 | 848 | $174.7 million | $2.05 million | $3.66 million |
| 2020 | 898 | $218.1 million | $2.30 million | $5.38 million |
| 2021 | 958 | $270.7 million | $2.66 million | $5.34 million |
| 2022 | 1,019 | $234.9 million | $3.02 million | $2.86 million |
| 2023 | 1,072 | $295.3 million | $3.23 million | $9.29 million |
| 2024 | 1,158 | $360.3 million | $3.58 million | $9.21 million |
First Trust Portfolios L.p. 401(k) Contact Information
Questions about the First Trust Portfolios L.p. 401(k)
Does First Trust Portfolios L.p contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement. In plan year 2024 the employer contributed $3.58 million, 14% of all contributions.
Does the First Trust Portfolios L.p 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the First Trust Portfolios L.p 401(k) plan?
1,158 participants at the start of plan year 2024, 1,090 of them active employees, and 114 former employees who still had money in the plan.
What is the average 401(k) balance at First Trust Portfolios L.p?
About $301,761 per account: $360.3 million in plan assets across 1,194 accounts with a balance at the end of plan year 2024.
Who manages the First Trust Portfolios L.p 401(k) accounts?
OneAmerica Financial (listed on the filing as ONEAMERICA RETIREMENT SERVICES LLC) is the plan's recordkeeper, which is where participants log in to see their balance.
I no longer work at First Trust Portfolios L.p. How do I access my 401(k)?
Your account stays with OneAmerica Financial 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.