What public Form 5500 filings show about the The Presbyterian Home at Charlotte Inc. 401(k) plan — and how to find and check your own account.
The Presbyterian Home at Charlotte Inc. (EIN 56-6064186) reports THE PRESBYTERIAN HOME AT CHARLOTTE, INC. 401(K) PLAN on its most recent Form 5500, with $6.8M in plan assets across 153 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 Presbyterian Home at Charlotte Inc. 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your The Presbyterian Home at Charlotte Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BLUE SKY 401K SPECIALISTS, QUANTITATIVE PROCESS.
