CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 401(k) Plan
What public Form 5500 filings show about the CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 401(k) plan — and how to find and check your own account.
The CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 401(k) on its latest Form 5500
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. (EIN 16-0743944) reports CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. EMPLOYEE RETIREMENT PLAN on its most recent Form 5500, with $38.2M in plan assets across 3,254 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 THE DIOCESE OF ROCHESTER, INC. filing — schedules, fees, and providers.
Who runs the CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 401(k)?
CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, 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 CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BURKE GROUP.
How to check your CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CATHOLIC CHARITIES OF THE DIOCESE OF ROCHESTER, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).