What public Form 5500 filings show about the Cape COD Wealth Strategies & I 401(k) plan — and how to find and check your own account.
Cape COD Wealth Strategies & I (EIN 26-2262773) reports CAPE COD WEALTH STRATEGIES & I 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $248K in plan assets across 2 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 Cape COD Wealth Strategies & I filing — schedules, fees, and providers.
Cape COD Wealth Strategies & I’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 Cape COD Wealth Strategies & IHR for the recordkeeper’s name and login.
