CU Cooperative Systems, Inc. 401(k) Plan

The CU Cooperative Systems, Inc. 401(k) on its latest Form 5500

CU Cooperative Systems, Inc. (EIN 95-3732627) reports CO-OP SOLUTIONS 401(K) RETIREMENT PLAN on its most recent Form 5500, with $214.5M in plan assets across 5,097 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 CU Cooperative Systems, Inc. filing — schedules, fees, and providers.

Who runs the CU Cooperative Systems, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CU Cooperative Systems, Inc. 401(k).

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

How to check your CU Cooperative Systems, Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask CU Cooperative Systems, 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).