CHALLENGER SCHOOL FOUNDATION 401(k) Plan
What public Form 5500 filings show about the CHALLENGER SCHOOL FOUNDATION 401(k) plan — and how to find and check your own account.
The CHALLENGER SCHOOL FOUNDATION 401(k) on its latest Form 5500
CHALLENGER SCHOOL FOUNDATION (EIN 47-1405971) reports CHALLENGER SCHOOL 401K RETIREMENT PLAN on its most recent Form 5500, with $66.8M in plan assets across 986 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 CHALLENGER SCHOOL FOUNDATION filing — schedules, fees, and providers.
Who runs the CHALLENGER SCHOOL FOUNDATION 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CHALLENGER SCHOOL FOUNDATION 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SOLTIS INVESTMENT ADVISORS, MORNINGSTAR.
How to check your CHALLENGER SCHOOL FOUNDATION 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask CHALLENGER SCHOOL FOUNDATION 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).