The First Unitarian Universali 401(k) Plan
What public Form 5500 filings show about the The First Unitarian Universali 401(k) plan — and how to find and check your own account.
The The First Unitarian Universali 401(k) on its latest Form 5500
The First Unitarian Universali (EIN 04-6046879) reports THE FIRST UNITARIAN UNIVERSALI 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $37K 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 First Unitarian Universali filing — schedules, fees, and providers.
Who runs the The First Unitarian Universali 401(k)?
The First Unitarian Universali’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 First Unitarian UniversaliHR for the recordkeeper’s name and login.
How to check your The First Unitarian Universali 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask The First Unitarian Universali HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).