What public Form 5500 filings show about the Carol ANN and Ralph V. Haile Jr. Foundation 401(k) plan — and how to find and check your own account.
Carol ANN and Ralph V. Haile Jr. Foundation (EIN 54-2135984) reports HAILE FOUNDATION RETIREMENT PLAN on its most recent Form 5500, with $649K in plan assets across 7 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 Carol ANN and Ralph V. Haile Jr. Foundation filing — schedules, fees, and providers.
Carol ANN and Ralph V. Haile Jr. 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 Carol ANN and Ralph V. Haile Jr. FoundationHR for the recordkeeper’s name and login.
