What public Form 5500 filings show about the Wharton Institute for the PERF 401(k) plan — and how to find and check your own account.
Wharton Institute for the PERF (EIN 22-2609457) reports WHARTON INSTITUTE FOR THE PERF 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $129K in plan assets across 82 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 Wharton Institute for the PERF filing — schedules, fees, and providers.
Wharton Institute for the PERF’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 Wharton Institute for the PERFHR for the recordkeeper’s name and login.
