Self HELP for the Elderly 401(k) Plan

The Self HELP for the Elderly 401(k) on its latest Form 5500

Self HELP for the Elderly (EIN 94-1750717) reports 403(B) THRIFT PLAN OF SELF HELP FOR THE ELDERLY on its most recent Form 5500, with $15.9M in plan assets across 476 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 Self HELP for the Elderly filing — schedules, fees, and providers.

Who runs the Self HELP for the Elderly 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 Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Self HELP for the Elderly 401(k).

How to check your Self HELP for the Elderly 401(k)

• Log in to Mutual of America’s participant portal (the site on your statements).
• Ask Self HELP for the Elderly 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).