Custom Windows & Exterior Design, Inc. 401(k) Plan

The Custom Windows & Exterior Design, Inc. 401(k) on its latest Form 5500

Custom Windows & Exterior Design, Inc. (EIN 59-2818479) reports CUSTOM WINDOWS & EXTERIOR DESIGN, INC. 401K PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $1.7M in plan assets across 15 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 Custom Windows & Exterior Design, Inc. filing — schedules, fees, and providers.

Who runs the Custom Windows & Exterior Design, Inc. 401(k)?

Custom Windows & Exterior Design, Inc.’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 Custom Windows & Exterior Design, Inc.HR for the recordkeeper’s name and login.

How to check your Custom Windows & Exterior Design, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Custom Windows & Exterior Design, 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).