THE CSI COMPANIES, INC. 401(k) Plan
What public Form 5500 filings show about the THE CSI COMPANIES, INC. 401(k) plan — and how to find and check your own account.
The THE CSI COMPANIES, INC. 401(k) on its latest Form 5500
THE CSI COMPANIES, INC. (EIN 59-3270426) reports THE CSI COMPANIES, INC. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $24.6M in plan assets across 1,959 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 CSI COMPANIES, INC. filing — schedules, fees, and providers.
Who runs the THE CSI COMPANIES, INC. 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your THE CSI COMPANIES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MAI CAPITAL MANAGEMENT, PENSION SOLUTIONS.
How to check your THE CSI COMPANIES, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask THE CSI COMPANIES, 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).