What public Form 5500 filings show about the A & M (2015) LLC 401(k) plan — and how to find and check your own account.
A & M (2015) LLC (EIN 80-0922050) reports COSA NOVA HOLDINGS, INC. 401(K) PLAN on its most recent Form 5500, with $11.4M in plan assets across 786 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 A & M (2015) LLC filing — schedules, fees, and providers.
A & M (2015) LLC’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask A & M (2015) LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SENTINEL PENSION ADVISORS, CARON & BLETZER, SENTINEL BENEFITS GROUP, CIGNA HEALTH AND LIFE INSURANCE CO, NATIONAL FINANCIAL SERVICES.
