What public Form 5500 filings show about the Citrus World, Inc. 401(k) plan — and how to find and check your own account.
Citrus World, Inc. (EIN 59-0245940) reports CITRUS WORLD, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $83.5M in plan assets across 642 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 World, 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Citrus World, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OPTUM RX, ALLIANT INSURANCE SERVICES, MORGAN STANLEY SMITH BARNEY, UNITED HEALTHCARE SERVICES.
