What public Form 5500 filings show about the Cullen/Frost Bankers, Inc. 401(k) plan — and how to find and check your own account.
Cullen/Frost Bankers, Inc. (EIN 74-1751768) reports THE 401(K) STOCK PURCHASE PLAN FOR EMPLOYEES OF CULLEN/FROST BANKERS, INC. AND ITS AFFILIATES on its most recent Form 5500, with $1.2B in plan assets across 5,979 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 Cullen/Frost Bankers, Inc. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cullen/Frost Bankers, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AON CONSULTING, ERNST & YOUNG LLP, FROST BANK, STRATEGIC ADVISORS.