Client Services, Inc. 401(k) Plan (terminated 2020): Login, Facts & Contact Information
This plan was terminated. Its final Form 5500 covers plan year 2020, when $6.50 million was transferred out of the plan. Assets moved to the ELI RESEARCH, LLC PROFIT SHARING PLAN AND TRUST (sponsored by ELI RESEARCH, LLC). If you had an account, your balance was transferred or paid out; Beagle can help you find where it went.
Client Services, Inc. 401(k) Login
Retirement plan providers can change. This information is from the plan's 2020 filing.
Client Services, Inc. 401(k) Plan Facts (plan year 2020)
Source: Form 5500 for plan year 2020 (Jan 1, 2020 – May 31, 2020), filed Feb 1, 2024. Public filing with the U.S. Department of Labor.
Money in and out in plan year 2020
- $250,026 was paid out to participants.
- Investment and other income added $180,759.
How the Client Services, Inc. 401(k) changed, 2015–2020
| Plan year | Participants | Plan assets | Employer contributions | Benefits paid |
|---|---|---|---|---|
| 2015 | 470 | $7.93 million | $113,723 | $948,791 |
| 2016 | 407 | $7.82 million | $100,271 | $1.25 million |
| 2017 | 378 | $8.30 million | $112,084 | $1.21 million |
| 2018 | 387 | $7.26 million | $103,679 | $1.53 million |
| 2019 | 399 | $6.61 million | $124,387 | $2.63 million |
| 2020 (final) | 424 | $0 | — | $250,026 |
Client Services, Inc. 401(k) Contact Information
Questions about the Client Services, Inc. 401(k)
Is the Client Services, Inc 401(k) plan still active?
No. The plan's final Form 5500 was filed for plan year 2020. Its assets were transferred to the ELI RESEARCH, LLC PROFIT SHARING PLAN AND TRUST.
Does Client Services, Inc contribute to the 401(k)?
Yes. The plan reports an employer contribution arrangement.
Does the Client Services, Inc 401(k) have automatic enrollment?
Yes. The plan reports automatic enrollment of eligible employees.
How many people are in the Client Services, Inc 401(k) plan?
424 participants at the start of plan year 2020.
Who manages the Client Services, Inc 401(k) accounts?
EPIC Retirement Plan Services is the plan's recordkeeper, which is where participants log in to see their balance.