Conejo Valley Senior Concerns, Inc. 401(k) Plan

The Conejo Valley Senior Concerns, Inc. 401(k) on its latest Form 5500

Conejo Valley Senior Concerns, Inc. (EIN 95-2992927) reports 403(B) THRIFT PLAN FOR EMPLOYEES OF CONEJO VALLEY SENIOR CONCERNS, INC. on its most recent Form 5500, with $739K in plan assets across 25 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 Conejo Valley Senior Concerns, Inc. filing — schedules, fees, and providers.

Who runs the Conejo Valley Senior Concerns, Inc. 401(k)?

Conejo Valley Senior Concerns, Inc.’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 Conejo Valley Senior Concerns, Inc.HR for the recordkeeper’s name and login.

How to check your Conejo Valley Senior Concerns, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Conejo Valley Senior Concerns, 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).