What public Form 5500 filings show about the Courtesy Transfer Inc. 401(k) plan — and how to find and check your own account.
Courtesy Transfer Inc. (EIN 38-2811892) reports COURTESY TRANSFER INC on its most recent Form 5500, with $107K in plan assets across 23 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 Courtesy Transfer Inc. filing — schedules, fees, and providers.
Courtesy Transfer 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 Courtesy Transfer Inc.HR for the recordkeeper’s name and login.
