Emeritus Institute of Management, Inc. 401(k) Plan

The Emeritus Institute of Management, Inc. 401(k) on its latest Form 5500

Emeritus Institute of Management, Inc. (EIN 83-1356339) reports EMERITUS INSTITUTE OF MANAGEMENT, INC. RETIREMENT PLAN on its most recent Form 5500, with $11.7M in plan assets across 138 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 Emeritus Institute of Management, Inc. filing — schedules, fees, and providers.

Who runs the Emeritus Institute of Management, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Emeritus Institute of Management, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MEADOWS URQUHART ACREE & COOK LLP, CARY STREET PARTNERS INVESTMENT.

How to check your Emeritus Institute of Management, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Emeritus Institute of Management, 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).