CAPTIVATEIQ, INC. 401(k) Plan
What public Form 5500 filings show about the CAPTIVATEIQ, INC. 401(k) plan — and how to find and check your own account.
The CAPTIVATEIQ, INC. 401(k) on its latest Form 5500
CAPTIVATEIQ, INC. (EIN 82-3069380) reports CAPTIVATEIQ 401(K) PLAN on its most recent Form 5500, with $9.5M in plan assets across 206 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 CAPTIVATEIQ, INC. filing — schedules, fees, and providers.
Who runs the CAPTIVATEIQ, 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 Guideline, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CAPTIVATEIQ, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT TRUST.
How to check your CAPTIVATEIQ, INC. 401(k)
- Log in to Guideline’s participant portal (the site on your statements).
- Ask CAPTIVATEIQ, 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).