What public Form 5500 filings show about the AIDS Foundation of Chicago 401(k) plan — and how to find and check your own account.
AIDS Foundation of Chicago (EIN 36-3412054) reports AIDS FOUNDATION OF CHICAGO PROFIT SHARING 401(K) PLAN AND TRUST on its most recent Form 5500, with $7.7M in plan assets across 158 active participants. Form 5500 is the annual report employers file with the U.S. Department of Labor for their retirement plans, and it’s public.
See the full AIDS Foundation of Chicago filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your AIDS Foundation of Chicago 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH, CARNOW AND ASSOCIATES.
