What public Form 5500 filings show about the Capital Management Services, LP 401(k) plan — and how to find and check your own account.
Capital Management Services, LP (EIN 33-1095529) reports CAPITAL MANAGEMENT SERVICES, LP 401(K) RETIREMENT PLAN on its most recent Form 5500, with $15.7M in plan assets across 661 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 Management Services, LP 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Capital Management Services, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OSAIC WEALTH, NATIONAL FINANCIAL SERVICES.
