What public Form 5500 filings show about the United Methodist Family Services of Virginia 401(k) plan — and how to find and check your own account.
United Methodist Family Services of Virginia (EIN 54-0505969) reports UNITED METHODIST FAMILY SERVICES OF VIRGINIA, INC. 401(K) PROFIT SHARING on its most recent Form 5500, with $18.8M in plan assets across 293 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 United Methodist Family Services of Virginia 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your United Methodist Family Services of Virginia 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT FIDUCIARY GROUP, WILSHIRE ADVISORS.
