What public Form 5500 filings show about the Hozhoni Foundation, Inc. 401(k) plan — and how to find and check your own account.
Hozhoni Foundation, Inc. (EIN 86-0255127) reports HOZHONI FOUNDATION, INC. RETIREMENT CONTRIBUTION PLAN on its most recent Form 5500, with $1.9M in plan assets across 117 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 Hozhoni 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 AMERITAS LIFE INSURANCE, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Hozhoni Foundation, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MESIROW FIN INVESTMENT MGMT.