CARL ZEISS, INC. 401(k) Plan
What public Form 5500 filings show about the CARL ZEISS, INC. 401(k) plan — and how to find and check your own account.
The CARL ZEISS, INC. 401(k) on its latest Form 5500
CARL ZEISS, INC. (EIN 13-1495820) reports CARL ZEISS, INC. 401(K) SAVINGS & INVESTMENT PLAN on its most recent Form 5500, with $360.6M in plan assets across 1,500 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 CARL ZEISS, INC. filing — schedules, fees, and providers.
Who runs the CARL ZEISS, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CARL ZEISS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, MELLON BANK NA.
How to check your CARL ZEISS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask CARL ZEISS, 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).