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LEARNING AND GROWING UPSTATE I 401(k) Plan

What public Form 5500 filings show about the LEARNING AND GROWING UPSTATE I 401(k) plan — and how to find and check your own account.

Plan assets
$54K
Participants
22
Plans on file
1

The LEARNING AND GROWING UPSTATE I 401(k) on its latest Form 5500

LEARNING AND GROWING UPSTATE I (EIN 83-3413099) reports IVYBROOK ACADEMY 401(K) PLAN on its most recent Form 5500, with $54K in plan assets across 22 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 LEARNING AND GROWING UPSTATE I filing — schedules, fees, and providers.

Who runs the LEARNING AND GROWING UPSTATE I 401(k)?

LEARNING AND GROWING UPSTATE I’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 LEARNING AND GROWING UPSTATE IHR for the recordkeeper’s name and login.

How to check your LEARNING AND GROWING UPSTATE I 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask LEARNING AND GROWING UPSTATE I 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).
More on this employer: LEARNING AND GROWING UPSTATE I — all Form 5500 filings (EIN 83-3413099) · South Carolina employer EIN lookup · Form 5500 search
LEARNING AND GROWING UPSTATE I 401(k) Plan — Form 5500