CASS INFORMATION SYSTEMS, INC. 401(k) Plan
What public Form 5500 filings show about the CASS INFORMATION SYSTEMS, INC. 401(k) plan — and how to find and check your own account.
The CASS INFORMATION SYSTEMS, INC. 401(k) on its latest Form 5500
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.
Who runs the CASS INFORMATION 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 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, MERCER INVESTMENTS, WILSHIRE ADVISORS, AETNA LIFE INSURANCE.
How to check your CASS INFORMATION SYSTEMS, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask CASS INFORMATION 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).