What public Form 5500 filings show about the Berrien Community Foundation, Inc. 401(k) plan — and how to find and check your own account.
Berrien Community Foundation, Inc. (EIN 38-6057160) reports SAFE-HARBOR 403(B) THRIFT PLAN FOR EMPLOYEES OF BERRIEN COMMUNITY FOUNDATION, INC. on its most recent Form 5500, with $204K in plan assets across 10 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 Berrien Community Foundation, Inc. filing — schedules, fees, and providers.
Berrien Community Foundation, Inc.’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 Berrien Community Foundation, Inc.HR for the recordkeeper’s name and login.
