What public Form 5500 filings show about the Liebert Cassidy Whitmore 401(k) plan — and how to find and check your own account.
Liebert Cassidy Whitmore (EIN 95-3658973) reports LIEBERT CASSIDY WHITMORE PROFIT SHARING/401K PLAN AND TRUST on its most recent Form 5500, with $60.0M in plan assets across 171 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 Liebert Cassidy Whitmore 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 Transamerica, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Liebert Cassidy Whitmore 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): NFP RETIREMENT, CBIZ RETIREMENT SERVICES, FIDELITY INVESTMENTS.
