The Milton H. Erickson Foundatio 401(k) Plan

The The Milton H. Erickson Foundatio 401(k) on its latest Form 5500

The Milton H. Erickson Foundatio (EIN 95-3560037) reports THE MILTON H. ERICKSON FOUNDATION 401(K) PLAN on its most recent Form 5500, with $374K in plan assets across 8 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 Milton H. Erickson Foundatio filing — schedules, fees, and providers.

Who runs the The Milton H. Erickson Foundatio 401(k)?

The Milton H. Erickson Foundatio’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 Milton H. Erickson FoundatioHR for the recordkeeper’s name and login.

How to check your The Milton H. Erickson Foundatio 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask The Milton H. Erickson Foundatio 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).