Case Management UNIT 401(k) Plan
What public Form 5500 filings show about the Case Management UNIT 401(k) plan — and how to find and check your own account.
The Case Management UNIT 401(k) on its latest Form 5500
Case Management UNIT (EIN 25-1635351) reports CASE MANAGEMENT 401(K) SAVINGS PLAN on its most recent Form 5500, with $4.7M in plan assets across 104 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 Management UNIT filing — schedules, fees, and providers.
Who runs the Case Management UNIT 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 Management UNIT 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC CAPITAL MARKETS, PENNSYLVANIA PENSION PLANNERS.
How to check your Case Management UNIT 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask Case Management UNIT 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).