CSAA INSURANCE SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the CSAA INSURANCE SERVICES, INC. 401(k) plan — and how to find and check your own account.
The CSAA INSURANCE SERVICES, INC. 401(k) on its latest Form 5500
CSAA INSURANCE SERVICES, INC. (EIN 46-4417209) reports CSAA INSURANCE GROUP 401(K) PLAN on its most recent Form 5500, with $872.3M in plan assets across 3,824 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 CSAA INSURANCE SERVICES, INC. filing — schedules, fees, and providers.
Who runs the CSAA INSURANCE SERVICES, 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 CSAA INSURANCE SERVICES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PACIFIC INVESTMENT MANAGEMENT CO, MORNINGSTAR INVESTMENT MANAGEMENT L, CALLAN, MORGAN STANLEY INVESTMENT MGMT, NORTHERN TRUST, DELAWARE CHARTER GUARANTEE.
How to check your CSAA INSURANCE SERVICES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask CSAA INSURANCE SERVICES, 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).