What public Form 5500 filings show about the Commonwealth Bank of Austrailia 401(k) plan — and how to find and check your own account.
Commonwealth Bank of Austrailia (EIN 13-2847964) reports COMMONWEALTH BANK OF AUSTRALIA EMPLOYEES 401K SAVINGS PLAN on its most recent Form 5500, with $32.0M in plan assets across 89 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 Commonwealth Bank of Austrailia 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Commonwealth Bank of Austrailia 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FOUNDATION RISK PARTNERS, CIGNA HEALTH AND LIFE INSURANCE CO, CORPORATE SYNERGIES GROUP, BANK OF MARIN, WAGEWORKS, NATIONAL FINANCIAL SERVICES.
