What public Form 5500 filings show about the Carrollwood Day School 401(k) plan — and how to find and check your own account.
Carrollwood Day School (EIN 31-1581952) reports CARROLLWOOD DAY SCHOOL 401K PROFIT SHARING PLAN on its most recent Form 5500, with $14.5M in plan assets across 257 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 Carrollwood Day School 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Carrollwood Day School 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NBC SECURITIES, MORNINGSTAR INVESTMENT MANAGEMENT L, SOUTHERN PENSION SERVICES, WILSHIRE ADVISORS.
