SAN DIEGO ROTARY CLUB 401(k) Plan
What public Form 5500 filings show about the SAN DIEGO ROTARY CLUB 401(k) plan — and how to find and check your own account.
The SAN DIEGO ROTARY CLUB 401(k) on its latest Form 5500
SAN DIEGO ROTARY CLUB (EIN 95-1165783) reports ROTARY CLUB OF SAN DIEGO 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $92K in plan assets across 2 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 SAN DIEGO ROTARY CLUB filing — schedules, fees, and providers.
Who runs the SAN DIEGO ROTARY CLUB 401(k)?
SAN DIEGO ROTARY CLUB’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 SAN DIEGO ROTARY CLUBHR for the recordkeeper’s name and login.
How to check your SAN DIEGO ROTARY CLUB 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask SAN DIEGO ROTARY CLUB 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).