What public Form 5500 filings show about the Mental Health America of Dutchess County, Inc. 401(k) plan — and how to find and check your own account.
Mental Health America of Dutchess County, Inc. (EIN 14-1402059) reports MENTAL HEALTH AMERICA OF DUTCHESS COUNTY, INC. P/S AND TRUST on its most recent Form 5500, with $7.6M in plan assets across 232 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 Mental Health America of Dutchess County, Inc. 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 Mental Health America of Dutchess County, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OSAIC INSTITUTIONS, WILSHIRE ADVISORS.
