What public Form 5500 filings show about the Fairmont Schools, Inc. 401(k) plan — and how to find and check your own account.
Fairmont Schools, Inc. (EIN 95-3046467) reports FAIRMONT SCHOOLS, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $25.9M in plan assets across 356 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 Fairmont Schools, 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Fairmont Schools, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AMERICAN FUNDS, VICTORY, SAGEVIEW ADVISORY GROUP, PGIM INVESTMENTS, MASSACHUSETTS MUTUAL LIFE INS CO, MFS INVESTMENT MANAGEMENT.
