What public Form 5500 filings show about the Child and Family Charities 401(k) plan — and how to find and check your own account.
Child and Family Charities (EIN 38-2118108) reports CHILD AND FAMILY CHARITIES EMPLOYEE DEFERRED COMPENSATION PLAN on its most recent Form 5500, with $4.1M in plan assets across 114 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 Child and Family Charities 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Child and Family Charities 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRI STAR TRUST BANK.