CATES, COURTNEY AND ROEBUCK, INC. 401(k) Plan
What public Form 5500 filings show about the CATES, COURTNEY AND ROEBUCK, INC. 401(k) plan — and how to find and check your own account.
The CATES, COURTNEY AND ROEBUCK, INC. 401(k) on its latest Form 5500
CATES, COURTNEY AND ROEBUCK, INC. (EIN 26-2228930) reports CATES, COURTNEY AND ROEBUCK 401(K) PLAN on its most recent Form 5500, with $618K in plan assets across 38 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 CATES, COURTNEY AND ROEBUCK, INC. filing — schedules, fees, and providers.
Who runs the CATES, COURTNEY AND ROEBUCK, INC. 401(k)?
CATES, COURTNEY AND ROEBUCK, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CATES, COURTNEY AND ROEBUCK, INC.HR for the recordkeeper’s name and login.
How to check your CATES, COURTNEY AND ROEBUCK, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CATES, COURTNEY AND ROEBUCK, 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).