Search public Form 5500 filings

Filters & tools • active

Investigation panel

Clear
What are you searching?

Narrow to one kind of record, or search everything.

Financial profile

Only plans that report Schedule H/I financials or Schedule C provider pay.

Plan size

Filter plans by reported participant count or end-of-year assets.

Location
Filing identifiers

Jump to an exact sponsor (EIN) or plan number.

Sort

Companies

Plans

  • planChanning House 403(B) PlanFinancial statementProvider compensation2023 filing
    $6.6Mreported assets (EOY)
    Sponsor: Channing HouseEIN: 94-1485533Plan: 001Participants: 207Assets: $6,611,641Net assets: $6.6MAssets / participant: $31.9KLocation: Palo Alto, CALatest: 2023
    View financial statement

Service providers

Filings