What public Form 5500 filings show about the The Charles L. SHOR Foundation 401(k) plan — and how to find and check your own account.
The Charles L. SHOR Foundation (EIN 30-0124473) reports THE CHARLES L. SHOR FOUNDATION 401(K) PLAN on its most recent Form 5500, with $82K in plan assets across 5 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 Charles L. SHOR Foundation filing — schedules, fees, and providers.
The Charles L. SHOR 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 Charles L. SHOR FoundationHR for the recordkeeper’s name and login.