Jewish Federation of South Palm Beach County, Inc. 401(k) Plan
What public Form 5500 filings show about the Jewish Federation of South Palm Beach County, Inc. 401(k) plan — and how to find and check your own account.
The Jewish Federation of South Palm Beach County, Inc. 401(k) on its latest Form 5500
Jewish Federation of South Palm Beach County, Inc. (EIN 59-1945109) reports JEWISH FEDERATION OF SPBC, INC. 401(K) PLAN on its most recent Form 5500, with $25.8M in plan assets across 892 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 Federation of South Palm Beach County, Inc. filing — schedules, fees, and providers.
Who runs the Jewish Federation of South Palm Beach County, Inc. 401(k)?
Jewish Federation of South Palm Beach County, Inc.’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 Federation of South Palm Beach County, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SENTINEL BENEFITS GROUP, FIDELITY PERSONAL TRUST, PERIGON WEALTH MANAGEMENT.
How to check your Jewish Federation of South Palm Beach County, Inc. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Jewish Federation of South Palm Beach County, Inc. 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).