What public Form 5500 filings show about the CBOE Global Markets, Inc. 401(k) plan — and how to find and check your own account.
CBOE Global Markets, Inc. (EIN 20-5446972) reports CBOE GLOBAL MARKETS SMART PLAN on its most recent Form 5500, with $430.9M in plan assets across 1,143 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 CBOE Global Markets, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CBOE Global Markets, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CARON & BLETZER, MERCER INVESTMENTS.
