What public Form 5500 filings show about the Philadelphia Research & Education Foundation 401(k) plan — and how to find and check your own account.
Philadelphia Research & Education Foundation (EIN 23-3066002) reports PA RESEARCH & EDUCATION FOUNDATION 401K on its most recent Form 5500, with $65K in plan assets across 16 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 Philadelphia Research & Education Foundation filing — schedules, fees, and providers.
Philadelphia Research & Education Foundation’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 Philadelphia Research & Education FoundationHR for the recordkeeper’s name and login.
