# AMERIPRISE FINANCIAL RETIREMENT PLAN

Retirement plan sponsored by **AMERIPRISE FINANCIAL, INC.**. Form 5500 filing for plan year 2025.

| Field | Value |
|---|---|
| Sponsor | AMERIPRISE FINANCIAL, INC. |
| EIN | 133180631 |
| Plan number | 002 |
| Plan year | 2025 |
| Location | MINNEAPOLIS, MN |
| Industry | financial services |
| Total assets (end of year) | $921.7M |
| Participants | 8,972 |

## Service providers (Schedule C)

| Provider | Role |
|---|---|
| ALIGHT SOLUTIONS LLC | Participant communication; Recordkeeping fees; Finders' fees / placement fees; Recordkeeping and information management (computing, tabulating, data processing, etc.); Direct payment from the plan |
| FIDELITY INVESTMENTS INSTITUTIONAL | Direct payment from the plan; Investment management |
| MORGAN STANLEY SMITH BARNEY | Investment management; Direct payment from the plan |
| LOOMIS SAYLES | Investment management fees paid directly by plan; Soft dollars commissions |
| WILLIS TOWERS WATSON US LLC | Investment advisory (plan); Direct payment from the plan |
| KENNEDY CAPITAL MANAGEMENT | Investment management; Direct payment from the plan |
| PRINCIPAL FINANCIAL GROUP | Direct payment from the plan; Custodial (other than securities); Custodial (securities); Trustee (bank, trust company, or similar financial institution); Trustee (directed) |
| WILLIS TOWERS WATSON US LLC | Direct payment from the plan; Consulting (pension); Actuarial |

## Other plans from this sponsor

- AMERIPRISE FINANCIAL 401(K) PLAN: https://planoptica.com/retirement/133180631-001

## About this data

- Source: public Form 5500 filings from the U.S. Department of Labor (EBSA), rebuilt on each DOL release.
- Full page (charts, history, peer benchmarks, fees, contacts): https://planoptica.com/retirement/133180631-002
- Cite as: PlanOptica, https://planoptica.com/retirement/133180631-002
- More: https://planoptica.com/llms.txt · API waitlist: https://planoptica.com/developers