CURTIS SQUIRE, INC. 401(k) Plan
What public Form 5500 filings show about the CURTIS SQUIRE, INC. 401(k) plan — and how to find and check your own account.
The CURTIS SQUIRE, INC. 401(k) on its latest Form 5500
CURTIS SQUIRE, INC. (EIN 41-0661668) reports CURTIS SQUIRE, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $11.1M in plan assets across 189 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 CURTIS SQUIRE, INC. filing — schedules, fees, and providers.
Who runs the CURTIS SQUIRE, 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CURTIS SQUIRE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BANK OF AMERICA.
How to check your CURTIS SQUIRE, INC. 401(k)
- Log in to Transamerica’s participant portal (the site on your statements).
- Ask CURTIS SQUIRE, 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).