DOL Form 5500 · 2024 Plan Year

FIRST TRUST PORTFOLIOS L.P.

FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN

Defined ContributionIL
$360.3M
Plan Assets
1,158
Participants
2024
Plan Year
Get LP Contact Details

Plan Details

Plan Name
FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN
Sponsor
FIRST TRUST PORTFOLIOS L.P.
Sponsor EIN
363768815
Plan Number
001
Location
WHEATON, IL
Plan Type
Defined Contribution
Total Assets (Sch. H, EOY)
$360.3M
Participants
1,158
Filing Received
October 14, 2025
Plan Year
2024

About this Plan

FIRST TRUST PORTFOLIOS L.P. 401(K) PLAN is a defined contribution retirement plan sponsored by FIRST TRUST PORTFOLIOS L.P., headquartered in WHEATON, IL, holding approximately $360.3M in plan assets on behalf of 1,158 participants. As a defined contribution plan, its assets are held in participant-directed accounts. This data is sourced from the plan's DOL Form 5500 filing (Schedule H).