INSTITUTE FOR FAMILY DEVELOPMENT 401(k) Plan
What public Form 5500 filings show about the INSTITUTE FOR FAMILY DEVELOPMENT 401(k) plan — and how to find and check your own account.
The INSTITUTE FOR FAMILY DEVELOPMENT 401(k) on its latest Form 5500
INSTITUTE FOR FAMILY DEVELOPMENT (EIN 91-1158512) reports INSTITUTE FOR FAMILY DEVELOPMENT RETIREMENT PLAN on its most recent Form 5500, with $9.5M in plan assets across 116 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 INSTITUTE FOR FAMILY DEVELOPMENT filing — schedules, fees, and providers.
Who runs the INSTITUTE FOR FAMILY DEVELOPMENT 401(k)?
INSTITUTE FOR FAMILY DEVELOPMENT’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 INSTITUTE FOR FAMILY DEVELOPMENTHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MG TRUST, ESB WEALTH MANAGEMENT, PROTPA.
How to check your INSTITUTE FOR FAMILY DEVELOPMENT 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask INSTITUTE FOR FAMILY DEVELOPMENT HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).