THE CYPRESS OF CHARLOTTE CLUB, INC. 401(k) Plan
What public Form 5500 filings show about the THE CYPRESS OF CHARLOTTE CLUB, INC. 401(k) plan — and how to find and check your own account.
The THE CYPRESS OF CHARLOTTE CLUB, INC. 401(k) on its latest Form 5500
THE CYPRESS OF CHARLOTTE CLUB, INC. (EIN 56-2103741) reports THE CYPRESS OF CHARLOTTE CLUB, INC. RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $3.7M in plan assets across 239 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 CYPRESS OF CHARLOTTE CLUB, INC. filing — schedules, fees, and providers.
Who runs the THE CYPRESS OF CHARLOTTE CLUB, 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 CYPRESS OF CHARLOTTE CLUB, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KESTRA INVESTMENT SERVICES.
How to check your THE CYPRESS OF CHARLOTTE CLUB, INC. 401(k)
- Log in to Principal’s participant portal (the site on your statements).
- Ask THE CYPRESS OF CHARLOTTE CLUB, 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).