BERKELEY CITIZENS, INC 401(k) Plan
What public Form 5500 filings show about the BERKELEY CITIZENS, INC 401(k) plan — and how to find and check your own account.
The BERKELEY CITIZENS, INC 401(k) on its latest Form 5500
BERKELEY CITIZENS, INC (EIN 57-0698682) reports BERKELEY CITIZENS, INC. RETIREMENT PLAN on its most recent Form 5500, with $6.1M in plan assets across 132 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 BERKELEY CITIZENS, INC filing — schedules, fees, and providers.
Who runs the BERKELEY CITIZENS, INC 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your BERKELEY CITIZENS, INC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SOUTH STATE ADVISORY, OSAIC WEALTH.
How to check your BERKELEY CITIZENS, INC 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask BERKELEY CITIZENS, INC 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).