What public Form 5500 filings show about the Evan McCord Special Needs Trust 401(k) plan — and how to find and check your own account.
Evan McCord Special Needs Trust (EIN 27-6995678) reports EVAN MCCORD SPECIAL NEEDS TRUST PROFIT SHARING PLAN on its most recent Form 5500, with $464K in plan assets across 2 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 Evan McCord Special Needs Trust filing — schedules, fees, and providers.
Evan McCord Special Needs Trust’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 Evan McCord Special Needs TrustHR for the recordkeeper’s name and login.
