What public Form 5500 filings show about the The Jewish Association for Services for the AGED 401(k) plan — and how to find and check your own account.
The Jewish Association for Services for the AGED (EIN 13-2620896) reports TAX DEFERRED ANNUITY PLAN OF THE JEWISH ASSOCIATION FOR SERVICES FOR THE AGED on its most recent Form 5500, with $16.5M in plan assets across 109 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 Jewish Association for Services for the AGED filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Mutual of America, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Jewish Association for Services for the AGED 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EQUITABLE FINANCIAL LIFE INSURANCE.
