The Independent Order of Foresters 401(k) Plan

The The Independent Order of Foresters 401(k) on its latest Form 5500

The Independent Order of Foresters (EIN 98-0000680) reports THE INDEPENDENT ORDER OF FORESTERS 401(K) SAVINGS & RETIREMENT PLAN on its most recent Form 5500, with $17.5M in plan assets across 70 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 Independent Order of Foresters filing — schedules, fees, and providers.

Who runs the The Independent Order of Foresters 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Independent Order of Foresters 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TAIT WELLER & BAKER LLP.

How to check your The Independent Order of Foresters 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask The Independent Order of Foresters 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).