What public Form 5500 filings show about the Citizen Access Residential Resources 401(k) plan — and how to find and check your own account.
Citizen Access Residential Resources (EIN 03-0440255) reports CITIZEN ACCESS 401(K) PLAN on its most recent Form 5500, with $2.1M in plan assets across 165 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 Citizen Access Residential Resources 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Citizen Access Residential Resources 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TRANSAMERICA LIFE INSURANCE CO, EDWARD D JONES & CO, RETIREMENT ADVANTAGE, MESIROW FINANCIAL.
