What public Form 5500 filings show about the CBT/Childs Bertman Tseckares Inc. 401(k) plan — and how to find and check your own account.
CBT/Childs Bertman Tseckares Inc. (EIN 04-2429873) reports CBT 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $44.7M in plan assets across 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 CBT/Childs Bertman Tseckares 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 CBT/Childs Bertman Tseckares Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): UBS FINANCIAL SERVICES, PKF O CONNOR DAVIES LLP.
