What public Form 5500 filings show about the The Community Foundation of Herkimer Oneida Counties, Inc. 401(k) plan — and how to find and check your own account.
The Community Foundation of Herkimer Oneida Counties, Inc. (EIN 15-6016932) reports 403(B) THRIFT PLAN OF THE COMMUNITY FOUNDATION OF HERKIMER ONEIDA COUNTIES, INC. on its most recent Form 5500, with $2.2M in plan assets across 24 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 Community Foundation of Herkimer Oneida Counties, Inc. filing — schedules, fees, and providers.
The Community Foundation of Herkimer Oneida Counties, Inc.’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 Community Foundation of Herkimer Oneida Counties, Inc.HR for the recordkeeper’s name and login.
