Computershare US Services 401(k) and retirement plans

Computershare US Services Inc., Canton, MA. EIN 20-2974794. Annual reports 2009–2024. Also filed as Registrar and Transfer Company.

Computershare US Services Inc. has one active retirement plan on file, the Computershare 401(k) Retirement Plan, with 6,582 participants and $635 million in assets in 2024. Fidelity has been its recordkeeper since 2009. No traditional pension plan appears in Computershare US Services's filings since 2009.

Active plans: 1
Participants: 6,582
Plan assets: $635 million
401(k) recordkeeper: Fidelity
Plans on file: 2
Industry: Finance and insurance

All 2 plans

Active plans first

Computershare 401(k) Retirement Plan

401(k)Active

Active. The plan filed its annual report for the 2024 plan year.

Plan number: 001Employer EIN 20-2974794
Participants (2024): 6,582
Net assets (2024): $635 million
Recordkeeper: Fidelity2009–2024
Plan administrator: Computershare US Services Inc.
150 Royall ST
Canton, MA 02021
(781) 575-2000As filed for 2024
In effect since: January 1, 2001

Plans merged into this one: Registrar & Transfer Company Retirement Savings Plan (2015).

Year by year, 2009 to 2024

Plan year	Participants	Net assets	Recordkeeper
2024	6,582	$635 million	Fidelity
2023	7,574	$612 million	Fidelity
2022	8,408	$522 million	Fidelity
2021	7,742	$588 million	Fidelity
2020	5,675	$512 million	Fidelity
2019	5,519	$438 million	Fidelity
2018	5,333	$361 million	Fidelity
2017	5,213	$382 million	Fidelity
2016	5,078	$320 million	Fidelity
2015	4,905	$302 million	Fidelity
2014	4,711	$288 million	Fidelity
2013	4,852	$266 million	Fidelity
2012	4,790	$209 million	Fidelity
2011	2,772	$164 million	Fidelity
2010	2,953	$162 million	Fidelity
2009	2,976	$138 million	Fidelity

Registrar & Transfer Company Retirement Savings Plan

401(k)Merged

Merged. In 2015 its assets moved to the Computershare 401(k) Retirement Plan, sponsored by Computershare US Services Inc. (EIN 20-2974794, plan 001). Accounts moved with them, so that plan is the one to contact.

Plan number: 002Employer EIN 20-2974794
Participants (2014): 160
Net assets (2014): $13.4 million
Recordkeeper: FidelityEarlier: Ascensus (2009–2012)
Plan administrator: Computershare US Services Inc.
33 N Lasalle ST, Suite 1100
Chicago, IL 60602
(312) 588-4979As filed for 2015
In effect since: July 1, 1983

Earlier sponsor: Registrar and Transfer Company (2009–2014).

Earlier plan names: Registrar and Transfer Employee Profit Sharing Plan.

Year by year, 2009 to 2015

Plan year	Participants	Net assets	Recordkeeper
2015	0	$0	Fidelity
2014	160	$13.4 million	Fidelity
2013	209	$12.9 million	Fidelity
2012	205	$11.1 million	Ascensus
2011	197	$9.6 million	Ascensus
2010	210	$9.9 million	Ascensus
2009	216	$9.0 million	Ascensus

If you had money in one of these plans

Call Fidelity (fidelity.com), which runs the Computershare 401(k) Retirement Plan. With your Social Security number and the plan name, it can tell you whether you still have a balance and, if not, where it went.
Or call the plan administrator listed on the plan below ((781) 575-2000). That number was filed for 2024; ask for the benefits or retirement plan office.
If your plan was merged, your account moved with it. Follow the link on the plan to the plan it went into, and contact that one.
Still stuck? The Department of Labor's benefits advisers help for free: askebsa.dol.gov or 1-866-444-3272. Never pay anyone to find your own money.

What these numbers are

They come from the Form 5500 annual reports each plan files with the Department of Labor, as the plan filed them. A plan year is usually a calendar year.
Participants counts everyone in the plan at year end: current employees, former employees who still have a balance or a pension coming, and retirees or beneficiaries being paid.
The recordkeeper is the service provider whose Schedule C entry says it keeps the plan's records. Small plans do not file Schedule C, so some plans show none.
We cannot see anyone's account. Only the plan or its recordkeeper can tell you your balance.

Sources: U.S. Department of Labor, Form 5500 datasets and PBGC trusteed plans. How we read them.

All 2 plans

Computershare 401(k) Retirement Plan

Registrar & Transfer Company Retirement Savings Plan

If you had money in one of these plans

What these numbers are

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