What public Form 5500 filings show about the Community Shares of Wisconsin (CSW) 401(k) plan — and how to find and check your own account.
Community Shares of Wisconsin (CSW) (EIN 39-1172378) reports COMMUNITY SHARES OF WISCONSIN (CSW) 401(K) PLAN on its most recent Form 5500, with $2.0M in plan assets across 10 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 Shares of Wisconsin (CSW) filing — schedules, fees, and providers.
Community Shares of Wisconsin (CSW)’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 Shares of Wisconsin (CSW)HR for the recordkeeper’s name and login.
