CORIENT SERVICES LLC 401(k) Plan
What public Form 5500 filings show about the CORIENT SERVICES LLC 401(k) plan — and how to find and check your own account.
The CORIENT SERVICES LLC 401(k) on its latest Form 5500
CORIENT SERVICES LLC (EIN 87-3513335) reports CORIENT SERVICES LLC 401(K) PLAN on its most recent Form 5500, with $267.2M in plan assets across 1,200 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 CORIENT SERVICES LLC filing — schedules, fees, and providers.
Who runs the CORIENT SERVICES LLC 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 CORRELL CO, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CORIENT SERVICES LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ASSURANCE ADVISORY, CHARLES SCHWAB TRUST BANK, CHARLES SCHWAB & CO, DYNASTY WEALTH MANAGEMENT, CORIENT PRIVATE WEALTH.
How to check your CORIENT SERVICES LLC 401(k)
- Log in to CORRELL CO’s participant portal (the site on your statements).
- Ask CORIENT SERVICES LLC 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).