What public Form 5500 filings show about the National Mentor Holdings, LLC 401(k) plan — and how to find and check your own account.
National Mentor Holdings, LLC (EIN 04-3250732) reports SEVITA 401(K) PLAN on its most recent Form 5500, with $347.2M in plan assets across 38,828 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 National Mentor Holdings, LLC 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 National Mentor Holdings, LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIS MAZARS LLP, STRATEGIC ADVISORS, CAPFINANCIAL PARTNERS, HARTER SECREST & EMERY LLP.