What public Form 5500 filings show about the The Associated Jewish Community Federation of Baltimore 401(k) plan — and how to find and check your own account.
The Associated Jewish Community Federation of Baltimore (EIN 52-0607957) reports THE ASSOCIATED JEWISH COMMUNITY FEDERATION OF BALTIMORE 401(K) THRIFT PLAN on its most recent Form 5500, with $63.3M in plan assets across 679 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 The Associated Jewish Community Federation of Baltimore filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Associated Jewish Community Federation of Baltimore 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MID ATLANTIC CAPITAL, ELLIN & TUCKER CHARTED, BOLTON PARTNERS, NATIONAL FINANCIAL SERVICES.