What public Form 5500 filings show about the Thomas Jefferson Foundation, Inc. 401(k) plan — and how to find and check your own account.
Thomas Jefferson Foundation, Inc. (EIN 54-0505959) reports THOMAS JEFFERSON FOUNDATION, INC 401(K) PLAN on its most recent Form 5500, with $29.2M in plan assets across 344 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 Thomas Jefferson Foundation, 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 T. Rowe Price, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Thomas Jefferson Foundation, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BDO USA P C, RELIANCE TRUST.
