What public Form 5500 filings show about the Curbstone Financial Management Corp. 401(k) plan — and how to find and check your own account.
Curbstone Financial Management Corp. (EIN 02-0367417) reports CURBSTONE FINANCIAL MANAGEMENT CORPORATION 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $4.2M in plan assets across 8 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 Curbstone Financial Management Corp. filing — schedules, fees, and providers.
Curbstone Financial Management Corp.’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 Curbstone Financial Management Corp.HR for the recordkeeper’s name and login.
