What public Form 5500 filings show about the Caelum Research Corporation 401(k) plan — and how to find and check your own account.
Caelum Research Corporation (EIN 52-1512616) reports CAELUM RESEARCH CORPORATION 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $10.8M in plan assets across 262 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 Caelum Research Corporation filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is ASPIRE FINANCIAL SERVICES, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Caelum Research Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, AMERITRADE TRUST.
