What public Form 5500 filings show about the Charities Aid Foundation America 401(k) plan — and how to find and check your own account.
Charities Aid Foundation America (EIN 43-1634280) reports CHARITIES AID FOUNDATION AMERICA 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $6.7M in plan assets across 123 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 Charities Aid Foundation America 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 Charities Aid Foundation America 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERRILL LYNCH PIERCE FENNER & SMITH.
