CASE & ASSOCIATES PROPERTIES, INC. 401(k) Plan
What public Form 5500 filings show about the CASE & ASSOCIATES PROPERTIES, INC. 401(k) plan — and how to find and check your own account.
The CASE & ASSOCIATES PROPERTIES, INC. 401(k) on its latest Form 5500
CASE & ASSOCIATES PROPERTIES, INC. (EIN 73-1180117) reports CASE & ASSOCIATES PROPERTIES, INC. 401(K) PLAN on its most recent Form 5500, with $27.0M in plan assets across 633 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 CASE & ASSOCIATES PROPERTIES, INC. filing — schedules, fees, and providers.
Who runs the CASE & ASSOCIATES PROPERTIES, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CASE & ASSOCIATES PROPERTIES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MFS FUNDS, FIDELITY, DIMENSIONAL FUNDS, FUTUREPLAN BY ASCENSUS, INVESCO, COMMERCE BANK.
How to check your CASE & ASSOCIATES PROPERTIES, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask CASE & ASSOCIATES PROPERTIES, 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).