CASE SYSTEMS INC. 401(k) Plan
What public Form 5500 filings show about the CASE SYSTEMS INC. 401(k) plan — and how to find and check your own account.
The CASE SYSTEMS INC. 401(k) on its latest Form 5500
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.
Who runs the CASE SYSTEMS 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 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.
How to check your CASE SYSTEMS INC. 401(k)
- Log in to OneAmerica’s participant portal (the site on your statements).
- Ask CASE SYSTEMS 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).