St. Edmund's Retreat, Inc. 401(k) Plan

The St. Edmund's Retreat, Inc. 401(k) on its latest Form 5500

St. Edmund's Retreat, Inc. (EIN 56-2409535) reports ST. EDMUND'S RETREAT, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $507K in plan assets across 20 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 St. Edmund's Retreat, Inc. filing — schedules, fees, and providers.

Who runs the St. Edmund's Retreat, Inc. 401(k)?

St. Edmund's Retreat, Inc.’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 St. Edmund's Retreat, Inc.HR for the recordkeeper’s name and login.

How to check your St. Edmund's Retreat, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask St. Edmund's Retreat, Inc. 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).