What public Form 5500 filings show about the Special Operations Warrior Foundation 401(k) plan — and how to find and check your own account.
Special Operations Warrior Foundation (EIN 52-1183585) reports SPECIAL OPERATIONS WARRIOR FOUNDATION 401K PS on its most recent Form 5500, with $2.4M in plan assets across 17 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 Special Operations Warrior Foundation filing — schedules, fees, and providers.
Special Operations Warrior 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 Special Operations Warrior FoundationHR for the recordkeeper’s name and login.