What public Form 5500 filings show about the The Oklahoma United Methodist Foundation, Inc. 401(k) plan — and how to find and check your own account.
The Oklahoma United Methodist Foundation, Inc. (EIN 73-0758119) reports THE OKLAHOMA UNITED METHODIST FOUNDATION, INC. EMPLOYEES SAVING TRUST on its most recent Form 5500, with $4.4M in plan assets across 14 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 Oklahoma United Methodist Foundation, Inc. filing — schedules, fees, and providers.
The Oklahoma United Methodist Foundation, Inc.’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 Oklahoma United Methodist Foundation, Inc.HR for the recordkeeper’s name and login.