What public Form 5500 filings show about the Community Action Agency of SOU 401(k) plan — and how to find and check your own account.
Community Action Agency of SOU (EIN 63-0510904) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF COMMUNITY ACTION AGENCY OF SOUTH ALABAMA on its most recent Form 5500, with $29K in plan assets across 87 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 Community Action Agency of SOU filing — schedules, fees, and providers.
Community Action Agency of SOU’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 Community Action Agency of SOUHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRINCIPAL LIFE INSURANCE, STEWARD PARTNERS INVESTMENT ADV, PRINCIPAL GLOBAL INVESTORS.
