Central Coast Brokerage and MA 401(k) Plan

The Central Coast Brokerage and MA 401(k) on its latest Form 5500

Central Coast Brokerage and MA (EIN 20-1156929) reports CENTRAL COAST BROKERAGE AND MA 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $854K in plan assets across 7 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 Central Coast Brokerage and MA filing — schedules, fees, and providers.

Who runs the Central Coast Brokerage and MA 401(k)?

Central Coast Brokerage and MA’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 Central Coast Brokerage and MAHR for the recordkeeper’s name and login.

How to check your Central Coast Brokerage and MA 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Central Coast Brokerage and MA HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).