Citrus Valley Management Services, Inc. 401(k) Plan

The Citrus Valley Management Services, Inc. 401(k) on its latest Form 5500

Citrus Valley Management Services, Inc. (EIN 26-0015469) reports CITRUS VALLEY 401(K) PROFIT SHARING PLAN CORONA on its most recent Form 5500, with $15.9M in plan assets across 128 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 Valley Management Services, Inc. filing — schedules, fees, and providers.

Who runs the Citrus Valley Management Services, Inc. 401(k)?

Citrus Valley Management Services, Inc.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask Citrus Valley Management Services, Inc.HR for the recordkeeper’s name and login.

How to check your Citrus Valley Management Services, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Citrus Valley Management Services, Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).