What public Form 5500 filings show about the Charter School Associates, Inc. 401(k) plan — and how to find and check your own account.
Charter School Associates, Inc. (EIN 31-1819379) reports CHARTER SCHOOL 401(K) RETIREMENT PLAN on its most recent Form 5500, with $14.9M in plan assets across 1,412 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 Charter School Associates, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Charter School Associates, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA FINANCIAL LIFE INS CO, 316 FIDUCIARY SERVICES CORPORATIO, ONEDIGITAL INVESTMENT ADVISORS, TEMPLETON & LLP.
