What public Form 5500 filings show about the Eleutherian Mills-Hagley Foundation, Inc. 401(k) plan — and how to find and check your own account.
Eleutherian Mills-Hagley Foundation, Inc. (EIN 51-0070531) reports HAGLEY MUSEUM & LIBRARY 403(B) PLAN on its most recent Form 5500, with $20.8M in plan assets across 88 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 Eleutherian Mills-Hagley Foundation, Inc. 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 MATRIX TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Eleutherian Mills-Hagley Foundation, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PCS RETIREMENT, ATLANTIC PENSION SERVICES.
