UPWARD FOR CHILDREN AND FAMILI 401(k) Plan
What public Form 5500 filings show about the UPWARD FOR CHILDREN AND FAMILI 401(k) plan — and how to find and check your own account.
The UPWARD FOR CHILDREN AND FAMILI 401(k) on its latest Form 5500
UPWARD FOR CHILDREN AND FAMILI (EIN 86-0221195) reports UPWARD FOR CHILDREN AND FAMILI 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $401K in plan assets across 26 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 UPWARD FOR CHILDREN AND FAMILI filing — schedules, fees, and providers.
Who runs the UPWARD FOR CHILDREN AND FAMILI 401(k)?
UPWARD FOR CHILDREN AND FAMILI’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 UPWARD FOR CHILDREN AND FAMILIHR for the recordkeeper’s name and login.
How to check your UPWARD FOR CHILDREN AND FAMILI 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask UPWARD FOR CHILDREN AND FAMILI HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).