What public Form 5500 filings show about the Training and Research Foundation 401(k) plan — and how to find and check your own account.
Training and Research Foundation (EIN 95-2958220) reports TRAINING AND RESEARCH FOUNDATION 401(K) PROFIT SHARING PLAN (RESTATED MONEY PURCHASE PENSION PLAN) on its most recent Form 5500, with $2.7M in plan assets across 61 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 Training and Research Foundation filing — schedules, fees, and providers.
Training and Research Foundation’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 Training and Research FoundationHR for the recordkeeper’s name and login.
