What public Form 5500 filings show about the Inova Health System Foundation 401(k) plan — and how to find and check your own account.
Inova Health System Foundation (EIN 54-1071867) reports INOVA HEALTH SYSTEM RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $3.5B in plan assets across 22,853 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 Inova Health System Foundation 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Inova Health System Foundation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS.
