What public Form 5500 filings show about the Caris Science, Inc. 401(k) plan — and how to find and check your own account.
Caris Science, Inc. (EIN 45-3632909) reports CARIS SCIENCE, INC. 401(K) PLAN on its most recent Form 5500, with $141.1M in plan assets across 1,760 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 Caris Science, Inc. 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 Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Caris Science, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, EMPOWER FINANCIAL SERVICES.