What public Form 5500 filings show about the Knights of Columbus 401(k) plan — and how to find and check your own account.
Knights of Columbus (EIN 06-0416470) reports THE MANAGEMENT TAX SAVINGS INVESTMENT PLAN FOR KNIGHTS OF COLUMBUS on its most recent Form 5500, with $198.7M in plan assets across 1,538 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 Knights of Columbus filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Knights of Columbus 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT L, MERCER HEALTH & BENEFITS, UMR, OPTUMRX, CATHOLIC INSURANCE, LOCKTON COMPANIES.
