What public Form 5500 filings show about the Charles Hosmer Morse Foundation 401(k) plan — and how to find and check your own account.
Charles Hosmer Morse Foundation (EIN 59-1659392) reports CHARLES HOSMER MORSE FOUNDATION RET SVGS on its most recent Form 5500, with $6.4M in plan assets across 23 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 Charles Hosmer Morse Foundation filing — schedules, fees, and providers.
Charles Hosmer Morse Foundation’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 Charles Hosmer Morse FoundationHR for the recordkeeper’s name and login.
