What public Form 5500 filings show about the Customized Distribution Services, Inc. 401(k) plan — and how to find and check your own account.
Customized Distribution Services, Inc. (EIN 23-2833686) reports CUSTOMIZED DISTRIBUTION SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $9.6M in plan assets across 1,051 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 Customized Distribution Services, 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 Customized Distribution Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, MORGAN STANLEY SMITH BARNEY.
