What public Form 5500 filings show about the Schottenfeld CBA, LLC DBA CBA Norcross 401(k) plan — and how to find and check your own account.
Schottenfeld CBA, LLC DBA CBA Norcross (EIN 83-3142560) reports CBA NORCROSS 401(K) PLAN on its most recent Form 5500, with $147K in plan assets across 12 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 Schottenfeld CBA, LLC DBA CBA Norcross filing — schedules, fees, and providers.
Schottenfeld CBA, LLC DBA CBA Norcross’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 Schottenfeld CBA, LLC DBA CBA NorcrossHR for the recordkeeper’s name and login.