BERKELEY PUBLIC SCHOOLS FUND 401(k) Plan
What public Form 5500 filings show about the BERKELEY PUBLIC SCHOOLS FUND 401(k) plan — and how to find and check your own account.
The BERKELEY PUBLIC SCHOOLS FUND 401(k) on its latest Form 5500
BERKELEY PUBLIC SCHOOLS FUND (EIN 94-2918219) reports BERKELEY PUBLIC SCHOOLS FUND 401(K) PLAN on its most recent Form 5500, with $250K in plan assets across 9 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 BERKELEY PUBLIC SCHOOLS FUND filing — schedules, fees, and providers.
Who runs the BERKELEY PUBLIC SCHOOLS FUND 401(k)?
BERKELEY PUBLIC SCHOOLS FUND’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask BERKELEY PUBLIC SCHOOLS FUNDHR for the recordkeeper’s name and login.
How to check your BERKELEY PUBLIC SCHOOLS FUND 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask BERKELEY PUBLIC SCHOOLS FUND HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).