CATHOLIC UNITED FINANCIAL 401(k) Plan
What public Form 5500 filings show about the CATHOLIC UNITED FINANCIAL 401(k) plan — and how to find and check your own account.
The CATHOLIC UNITED FINANCIAL 401(k) on its latest Form 5500
CATHOLIC UNITED FINANCIAL (EIN 41-0182070) reports CATHOLIC UNITED FINANCIAL 401(K) PLAN on its most recent Form 5500, with $19.0M in plan assets across 81 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 CATHOLIC UNITED FINANCIAL filing — schedules, fees, and providers.
Who runs the CATHOLIC UNITED FINANCIAL 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 The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CATHOLIC UNITED FINANCIAL 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CLIFTONLARSONALLEN LLP, STANDARD INSURANCE.
How to check your CATHOLIC UNITED FINANCIAL 401(k)
- Log in to The Standard (StanCorp)’s participant portal (the site on your statements).
- Ask CATHOLIC UNITED FINANCIAL 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).