What public Form 5500 filings show about the Upper Manhattan Empowerment ZONE 401(k) plan — and how to find and check your own account.
Upper Manhattan Empowerment ZONE (EIN 13-3808669) reports UMEZDC 401(K)PLAN on its most recent Form 5500, with $2.0M in plan assets across 13 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 Upper Manhattan Empowerment ZONE filing — schedules, fees, and providers.
Upper Manhattan Empowerment ZONE’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 Upper Manhattan Empowerment ZONEHR for the recordkeeper’s name and login.