What public Form 5500 filings show about the Children's Specialsts of San Diego, AMG, Inc. 401(k) plan — and how to find and check your own account.
Children's Specialsts of San Diego, AMG, Inc. (EIN 95-3255175) reports CHILDREN'S SPECIALISTS OF SAN DIEGO, AMG, INC. PROFIT SHARING PLAN on its most recent Form 5500, with $45.3M in plan assets across 138 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 Children's Specialsts of San Diego, AMG, 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 Children's Specialsts of San Diego, AMG, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NATIONAL FINANCIAL SERVICES, CBIZ CPAS P C, COOK STREET CONSULTING, MORGAN STANLEY INSTITUTIONAL INVEST.
