JEWISH FAMILY SERVICE 401(k) Plan
What public Form 5500 filings show about the JEWISH FAMILY SERVICE 401(k) plan — and how to find and check your own account.
The JEWISH FAMILY SERVICE 401(k) on its latest Form 5500
JEWISH FAMILY SERVICE (EIN 91-0565537) reports JEWISH FAMILY SERVICE 401(K) RETIREMENT PLAN on its most recent Form 5500, with $9.9M in plan assets across 107 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 JEWISH FAMILY SERVICE filing — schedules, fees, and providers.
Who runs the JEWISH FAMILY SERVICE 401(k)?
JEWISH FAMILY SERVICE’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 JEWISH FAMILY SERVICEHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): USI CONSULTING GROUP, CHARLES SCHWAB & CO, CHARLES SCHWAB BANK/TRUST.
How to check your JEWISH FAMILY SERVICE 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask JEWISH FAMILY SERVICE 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).