What public Form 5500 filings show about the Options for Learning 401(k) plan — and how to find and check your own account.
Options for Learning (EIN 95-3602641) reports OPTIONS FOR LEARNING 403(B) PLAN on its most recent Form 5500, with $23.9M in plan assets across 999 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 Options for Learning 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 Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Options for Learning 401(k).
