Methodist Homes for the Aging 401(k) Plan

The Methodist Homes for the Aging 401(k) on its latest Form 5500

Methodist Homes for the Aging (EIN 63-0376518) reports METHODIST HOMES FOR THE AGING 401(K) RETIREMENT PLAN on its most recent Form 5500, with $2.4M in plan assets across 548 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 Methodist Homes for the Aging filing — schedules, fees, and providers.

Who runs the Methodist Homes for the Aging 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Methodist Homes for the Aging 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS.

How to check your Methodist Homes for the Aging 401(k)

• Log in to Transamerica’s participant portal (the site on your statements).
• Ask Methodist Homes for the Aging 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).