What public Form 5500 filings show about the Memorial Plan, Inc. 401(k) plan — and how to find and check your own account.
Memorial Plan, Inc. (EIN 20-1705569) reports MEMORIAL PLAN, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $61K in plan assets across 14 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 Memorial Plan, Inc. filing — schedules, fees, and providers.
Memorial Plan, Inc.’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 Memorial Plan, Inc.HR for the recordkeeper’s name and login.
