JEWISH FAMILY SERVICE OF SAN DIEGO 401(k) Plan
What public Form 5500 filings show about the JEWISH FAMILY SERVICE OF SAN DIEGO 401(k) plan — and how to find and check your own account.
The JEWISH FAMILY SERVICE OF SAN DIEGO 401(k) on its latest Form 5500
JEWISH FAMILY SERVICE OF SAN DIEGO (EIN 95-1644024) reports JEWISH FAMILY SERVICE OF SAN DIEGO FLEXIBLE CONTRIBUTION RETIREMENT PLAN on its most recent Form 5500, with $20.7M in plan assets across 717 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 OF SAN DIEGO filing — schedules, fees, and providers.
Who runs the JEWISH FAMILY SERVICE OF SAN DIEGO 401(k)?
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 JEWISH FAMILY SERVICE OF SAN DIEGO 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO CLEARING SERVICES, AKT CPAS AND BUSINESS CONSULTANTS.
How to check your JEWISH FAMILY SERVICE OF SAN DIEGO 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask JEWISH FAMILY SERVICE OF SAN DIEGO 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).