Coordinated Services Management, Inc. 401(k) Plan

The Coordinated Services Management, Inc. 401(k) on its latest Form 5500

Coordinated Services Management, Inc. (EIN 54-1164589) reports COORDINATED SERVICES MANAGEMENT, INC. 401(K) RETIREMENT PLAN on its most recent Form 5500, with $9.4M in plan assets across 1,299 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 Coordinated Services Management, Inc. filing — schedules, fees, and providers.

Who runs the Coordinated Services Management, 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Coordinated Services Management, Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BUSINESS SOLUTIONS.

How to check your Coordinated Services Management, Inc. 401(k)

• Log in to Principal’s participant portal (the site on your statements).
• Ask Coordinated Services Management, 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).