What public Form 5500 filings show about the Citrus Motors Ontario, Inc. 401(k) plan — and how to find and check your own account.
Citrus Motors Ontario, Inc. (EIN 95-2002736) reports CITRUS MOTORS 401(K) PLAN & TRUST on its most recent Form 5500, with $14.9M in plan assets across 130 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 Citrus Motors Ontario, 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Citrus Motors Ontario, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RBC USA HOLDCO RBC CAPI, FHH LOS ANGELES LLP.
