What public Form 5500 filings show about the INST for Energy Econo Financial Analsyis 401(k) plan — and how to find and check your own account.
INST for Energy Econo Financial Analsyis (EIN 45-4244605) reports IEEFA 401(K) on its most recent Form 5500, with $2.3M in plan assets across 29 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 INST for Energy Econo Financial Analsyis filing — schedules, fees, and providers.
INST for Energy Econo Financial Analsyis’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 INST for Energy Econo Financial AnalsyisHR for the recordkeeper’s name and login.