What public Form 5500 filings show about the CSP Management, Inc. DBA Partner Solutions for Schools 401(k) plan — and how to find and check your own account.
CSP Management, Inc. DBA Partner Solutions for Schools (EIN 20-1257602) reports PARTNER SOLUTIONS MULTIPLE EMPLOYER PLAN on its most recent Form 5500, with $63.7M in plan assets across 2,093 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 CSP Management, Inc. DBA Partner Solutions for Schools filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CSP Management, Inc. DBA Partner Solutions for Schools 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ROBERT W BAIRD & CO, CBIZ CPAS P C.
