What public Form 5500 filings show about the Massachusetts Teachers Association 401(k) plan — and how to find and check your own account.
Massachusetts Teachers Association (EIN 04-1591200) reports MASSACHUSETTS TEACHER ASSOCIATION 401(K) SAVINGS PLAN on its most recent Form 5500, with $20.6M in plan assets across 172 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 Massachusetts Teachers Association 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Massachusetts Teachers Association 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CBIZ CPAS P C, STRATEGIC ADVISORS, MERCER, MERCER INVESTMENTS, PARKER BROWN MACAULEY & SHEERIN, PRINCIPAL FINANCIAL GROUP.
