What public Form 5500 filings show about the The McCallie School 401(k) plan — and how to find and check your own account.
The McCallie School (EIN 62-0475837) reports THE MCCALLIE SCHOOL 401(K) PLAN on its most recent Form 5500, with $57.7M in plan assets across 336 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 McCallie School filing — schedules, fees, and providers.
The McCallie School’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 McCallie SchoolHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SMITH + HOWARD, PINNACLE FINANCIAL PARTNERS, USI CONSULTING GROUP, STRATEGIC ADVISORS.
