What public Form 5500 filings show about the CFD Research Corporation 401(k) plan — and how to find and check your own account.
CFD Research Corporation (EIN 63-0944385) reports CFD RESEARCH CORPORATION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $39.8M in plan assets across 272 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 CFD Research Corporation 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 CFD Research Corporation 401(k).
