What public Form 5500 filings show about the Chapman and Cutler LLP 401(k) plan — and how to find and check your own account.
Chapman and Cutler LLP (EIN 36-2153731) reports CHAPMAN AND CUTLER LLP SALARY DEFERRAL PLAN FOR PARTNERS AND SUPPORT STAFF on its most recent Form 5500, with $168.9M in plan assets across 492 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 Chapman and Cutler LLP 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 OneAmerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Chapman and Cutler LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MATRIX TRUST, VERHULST WEALTH MANAGEMENT, MADISON WEALTH MANAGEMENT, SMEDLEY FINANCIAL SERVICES, CBIZ PRIVATE WEALTH ADVISORS, CIBC PRIVATE WEALTH ADVISORS.