What public Form 5500 filings show about the The Capper Foundation 401(k) plan — and how to find and check your own account.
The Capper Foundation (EIN 48-0543745) reports THE CAPPER FOUNDATION RETIREMENT PLAN on its most recent Form 5500, with $2.8M in plan assets across 318 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 Capper Foundation filing — schedules, fees, and providers.
The Capper 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 The Capper FoundationHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CPI QUALIFIED PLAN CONSULTANTS, IMA ADVISORY SERVICES.
