What public Form 5500 filings show about the Catholic Charities of Santa Clara County 401(k) plan — and how to find and check your own account.
Catholic Charities of Santa Clara County (EIN 94-2762269) reports CATHOLIC CHARITIES OF SANTA CLARA COUNTY 401(K) PLAN on its most recent Form 5500, with $38.8M in plan assets across 612 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 Catholic Charities of Santa Clara County 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Catholic Charities of Santa Clara County 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ.
