What public Form 5500 filings show about the B.L. Cockerham III & Associates, PLLC 401(k) plan — and how to find and check your own account.
B.L. Cockerham III & Associates, PLLC (EIN 81-2984508) reports SOUTHPARK PERIODONTICS RETIREMENT PLAN & TRUST on its most recent Form 5500, with $884K in plan assets across 14 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 B.L. Cockerham III & Associates, PLLC filing — schedules, fees, and providers.
B.L. Cockerham III & Associates, PLLC’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 B.L. Cockerham III & Associates, PLLCHR for the recordkeeper’s name and login.
