What public Form 5500 filings show about the Stockton RUSH Bartol Foundation 401(k) plan — and how to find and check your own account.
Stockton RUSH Bartol Foundation (EIN 23-2318470) reports BARTOL FOUNDATION RETIREMENT on its most recent Form 5500, with $518K in plan assets across 1 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 Stockton RUSH Bartol Foundation filing — schedules, fees, and providers.
Stockton RUSH Bartol 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 Stockton RUSH Bartol FoundationHR for the recordkeeper’s name and login.
