What public Form 5500 filings show about the Complete Discovery Source Inc. 401(k) plan — and how to find and check your own account.
Complete Discovery Source Inc. (EIN 26-0074903) reports COMPLETE DISCOVERY SOURCE 401(K) PLAN & TRUST on its most recent Form 5500, with $21.0M in plan assets across 217 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 Complete Discovery Source 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 Complete Discovery Source Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANK OF AMERICA NA.
