Donna Klein Jewish Academy, Inc. 401(k) Plan
What public Form 5500 filings show about the Donna Klein Jewish Academy, Inc. 401(k) plan — and how to find and check your own account.
The Donna Klein Jewish Academy, Inc. 401(k) on its latest Form 5500
Donna Klein Jewish Academy, Inc. (EIN 65-1129890) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF DONNA KLEIN JEWISH ACADEMY, INC. on its most recent Form 5500, with $10.9M in plan assets across 200 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 Donna Klein Jewish Academy, Inc. filing — schedules, fees, and providers.
Who runs the Donna Klein Jewish Academy, Inc. 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 Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Donna Klein Jewish Academy, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SENTINEL BENEFITS GROUP, PERIGON WEALTH MANAGEMENT.
How to check your Donna Klein Jewish Academy, Inc. 401(k)
- Log in to Mutual of America’s participant portal (the site on your statements).
- Ask Donna Klein Jewish Academy, Inc. 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).