THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE 401(k) Plan
What public Form 5500 filings show about the THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE 401(k) plan — and how to find and check your own account.
The THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE 401(k) on its latest Form 5500
THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE (EIN 38-2888423) reports CARSWELL GROUP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $7.8M in plan assets across 300 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 THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE filing — schedules, fees, and providers.
Who runs the THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAMBRIDGE INVESTMENT RESEARCH, RHL GROUP.
How to check your THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE 401(k)
- Log in to John Hancock’s participant portal (the site on your statements).
- Ask THE CARSWELL GROUP, INC. DBA INDEPENDENT MANAGEMENT SERVICE 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).