COMMUNITY LIVING OPTIONS, INC. 401(k) Plan
What public Form 5500 filings show about the COMMUNITY LIVING OPTIONS, INC. 401(k) plan — and how to find and check your own account.
The COMMUNITY LIVING OPTIONS, INC. 401(k) on its latest Form 5500
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.
Who runs the COMMUNITY LIVING OPTIONS, 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 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): HEALTHLINK, BENEFIT PLANNING CONSULTANTS, RSM US LLP, EXPRESS SCRIPTS, CHARD SNYDER, MUTUAL MEDICAL.
How to check your COMMUNITY LIVING OPTIONS, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask COMMUNITY LIVING OPTIONS, 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).