What public Form 5500 filings show about the Sun City Palm Springs Communit 401(k) plan — and how to find and check your own account.
Sun City Palm Springs Communit (EIN 94-3200731) reports SUN CITY PALM SPRINGS COMMUNIT 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $4.6M in plan assets across 169 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 Sun City Palm Springs Communit filing — schedules, fees, and providers.
Sun City Palm Springs Communit’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 Sun City Palm Springs CommunitHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORTEM FINANCIAL.
