What public Form 5500 filings show about the KATE B. Reynolds Charitable Trust 401(k) plan — and how to find and check your own account.
KATE B. Reynolds Charitable Trust (EIN 56-6036515) reports KATE B. REYNOLDS CHARITABLE TRUST 403(B) RETIREMENT PLAN on its most recent Form 5500, with $4.4M in plan assets across 16 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 KATE B. Reynolds Charitable Trust filing — schedules, fees, and providers.
KATE B. Reynolds Charitable Trust’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 KATE B. Reynolds Charitable TrustHR for the recordkeeper’s name and login.
