What public Form 5500 filings show about the Center for Evaluation & Counseling 401(k) plan — and how to find and check your own account.
Center for Evaluation & Counseling (EIN 22-3321714) reports CENTER FOR EVALUATION & COUNSELING 403(B) PLAN on its most recent Form 5500, with $3.2M in plan assets across 42 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 Center for Evaluation & Counseling filing — schedules, fees, and providers.
Center for Evaluation & Counseling’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 Center for Evaluation & CounselingHR for the recordkeeper’s name and login.
