What public Form 5500 filings show about the Capital Consultants Management Corporation 401(k) plan — and how to find and check your own account.
Capital Consultants Management Corporation (EIN 75-2269391) reports CAPITAL CONSULTANTS MANAGEMENT CORPORATION 401(K) SALARY REDUCTION on its most recent Form 5500, with $18.8M in plan assets across 938 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 Capital Consultants Management 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Capital Consultants Management Corporation 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOHN HANCOCK, GLOBAL RETIREMENT PARTNERS.
