What public Form 5500 filings show about the Case Systems Inc. 401(k) plan — and how to find and check your own account.
Case Systems Inc. (EIN 38-3139894) reports CASE SYSTEMS INC. EMPLOYEE DEFERRED COMPENSATION PLAN on its most recent Form 5500, with $10.9M in plan assets across 165 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 Systems 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Case Systems Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EDWARD D JONES AND CO.
