Washington Institute for Financial Security 401(k) Plan

The Washington Institute for Financial Security 401(k) on its latest Form 5500

Washington Institute for Financial Security (EIN 80-0919097) reports THE PROSPERITY AGENDA 403(B) PLAN on its most recent Form 5500, with $93K in plan assets across 5 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 Washington Institute for Financial Security filing — schedules, fees, and providers.

Who runs the Washington Institute for Financial Security 401(k)?

Washington Institute for Financial Security’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 Washington Institute for Financial SecurityHR for the recordkeeper’s name and login.

How to check your Washington Institute for Financial Security 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Washington Institute for Financial Security 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).