What public Form 5500 filings show about the CASS Information Systems, Inc. 401(k) plan — and how to find and check your own account.
CASS Information Systems, Inc. (EIN 43-1265338) reports CASS INFORMATION SYSTEMS, INC. 401(K) PLAN on its most recent Form 5500, with $123.5M in plan assets across 1,038 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 CASS Information 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CASS Information Systems, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MILLIMAN, WILSHIRE ADVISORS, AETNA LIFE INSURANCE, MERCER INVESTMENTS.
