What public Form 5500 filings show about the Community Living Options, Inc. 401(k) plan — and how to find and check your own account.
Community Living Options, Inc. (EIN 37-1079626) reports NOT-FOR-PROFIT RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $30.2M in plan assets across 2,802 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 Living Options, Inc. 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 Community Living Options, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARD SNYDER, RSM US LLP, HEALTHLINK, BENEFIT PLANNING CONSULTANTS, EXPRESS SCRIPTS, MUTUAL MEDICAL.
