What public Form 5500 filings show about the Cumberland Trust and Investment Company 401(k) plan — and how to find and check your own account.
Cumberland Trust and Investment Company (EIN 62-1821473) reports CUMBERLAND TRUST 401(K) PLAN on its most recent Form 5500, with $15.3M in plan assets across 132 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 Cumberland Trust and Investment Company filing — schedules, fees, and providers.
Cumberland Trust and Investment Company’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 Cumberland Trust and Investment CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ACUFF AND ASSOCIATES, ONEDIGITAL INVESTMENT ADVISORS.
