What public Form 5500 filings show about the California Scottish Rite Foundation 401(k) plan — and how to find and check your own account.
California Scottish Rite Foundation (EIN 94-6078728) reports CALIFORNIA SCOTTISH RITE FOUNDATION 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $763K in plan assets across 16 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 California Scottish Rite Foundation filing — schedules, fees, and providers.
California Scottish Rite Foundation’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 California Scottish Rite FoundationHR for the recordkeeper’s name and login.
