What public Form 5500 filings show about the Juanita SIMS DOTY Foundation 401(k) plan — and how to find and check your own account.
Juanita SIMS DOTY Foundation (EIN 27-3476065) reports JUANITA SIMS DOTY FOUNDATION 401(K) PLAN on its most recent Form 5500, with $187K in plan assets across 4 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 Juanita SIMS DOTY Foundation filing — schedules, fees, and providers.
Juanita SIMS DOTY Foundation’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 Juanita SIMS DOTY FoundationHR for the recordkeeper’s name and login.
