What public Form 5500 filings show about the Student Assistance Foundation of MT 401(k) plan — and how to find and check your own account.
Student Assistance Foundation of MT (EIN 81-0527529) reports STUDENT ASSISTANCE FOUNDATION OF MT 401(K) PLAN on its most recent Form 5500, with $18.7M in plan assets across 33 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 Student Assistance Foundation of MT filing — schedules, fees, and providers.
Student Assistance Foundation of MT’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 Student Assistance Foundation of MTHR for the recordkeeper’s name and login.
