What public Form 5500 filings show about the Sisters of Saint Francis of Dubuque 401(k) plan — and how to find and check your own account.
Sisters of Saint Francis of Dubuque (EIN 42-0757421) reports SISTERS OF ST. FRANCIS EMPLOYEES' RETIREMENT PLAN on its most recent Form 5500, with $8.8M in plan assets across 192 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 Sisters of Saint Francis of Dubuque filing — schedules, fees, and providers.
Sisters of Saint Francis of Dubuque’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 Sisters of Saint Francis of DubuqueHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASSUREDPARTNERS FINANCIAL ADVISORS, JULY BUSINESS SERVICES.
