What public Form 5500 filings show about the CBOE Services Co. 401(k) plan — and how to find and check your own account.
CBOE Services Co. (EIN 11-3817385) reports CBOE GLOBAL MARKETS SMART PLAN on its most recent Form 5500, with $509.1M in plan assets across 1,125 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 Services Co. 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 Services Co. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERCER INVESTMENTS, CARON & BLETZER.
