COMMUNITY ACTION AGENCY OF SOU 401(k) Plan
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.
The COMMUNITY ACTION AGENCY OF SOU 401(k) on its latest Form 5500
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.
Who runs the COMMUNITY ACTION AGENCY OF SOU 401(k)?
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 GLOBAL INVESTORS, STEWARD PARTNERS INVESTMENT ADV, PRINCIPAL LIFE INSURANCE.
How to check your COMMUNITY ACTION AGENCY OF SOU 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COMMUNITY ACTION AGENCY OF SOU 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).