Community Specialists, Inc. 401(k) Plan
What public Form 5500 filings show about the Community Specialists, Inc. 401(k) plan — and how to find and check your own account.
The Community Specialists, Inc. 401(k) on its latest Form 5500
Community Specialists, Inc. (EIN 36-3964739) reports COMMUNITY SPECIALISTS, INC. 401(K) & PROFIT SHARING PLAN on its most recent Form 5500, with $6.8M in plan assets across 107 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 Specialists, Inc. filing — schedules, fees, and providers.
Who runs the Community Specialists, 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 CAPITAL BANK AND TRUST CO, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Community Specialists, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ERISA, KRD, NORTHWESTERN MUTUAL.
How to check your Community Specialists, Inc. 401(k)
- Log in to CAPITAL BANK AND TRUST CO’s participant portal (the site on your statements).
- Ask Community Specialists, 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).