CLARKSTON-POTOMAC GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the CLARKSTON-POTOMAC GROUP, INC. 401(k) plan — and how to find and check your own account.
The CLARKSTON-POTOMAC GROUP, INC. 401(k) on its latest Form 5500
CLARKSTON-POTOMAC GROUP, INC. (EIN 54-1606655) reports CLARKSTON-POTOMAC GROUP, INC. 401(K) PLAN & TRUST on its most recent Form 5500, with $107.6M in plan assets across 334 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 CLARKSTON-POTOMAC GROUP, INC. filing — schedules, fees, and providers.
Who runs the CLARKSTON-POTOMAC GROUP, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CLARKSTON-POTOMAC GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): OPTUMRX, UMR, CHARLES SCHWAB & CO, VERATIS INVESTMENT GROUP.
How to check your CLARKSTON-POTOMAC GROUP, INC. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask CLARKSTON-POTOMAC GROUP, 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).