CLOUD SOFTWARE GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the CLOUD SOFTWARE GROUP, INC. 401(k) plan — and how to find and check your own account.
The CLOUD SOFTWARE GROUP, INC. 401(k) on its latest Form 5500
CLOUD SOFTWARE GROUP, INC. (EIN 77-0449727) reports CITRIX SYSTEMS, INC. 401(K) PLAN on its most recent Form 5500, with $1.6B in plan assets across 2,051 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 CLOUD SOFTWARE GROUP, INC. filing — schedules, fees, and providers.
Who runs the CLOUD SOFTWARE 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CLOUD SOFTWARE GROUP, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY, PENSION ASSURANCE LLP, STRATEGIC ADVISORS.
How to check your CLOUD SOFTWARE GROUP, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask CLOUD SOFTWARE 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).
