What public Form 5500 filings show about the Coakley & Williams Construction LLC 401(k) plan — and how to find and check your own account.
Coakley & Williams Construction LLC (EIN 83-3317753) reports COAKLEY & WILLIAMS CONSTRUCTION LLC on its most recent Form 5500, with $25.8M in plan assets across 134 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 Coakley & Williams Construction LLC filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Coakley & Williams Construction LLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KESTRA INVESTMENT SERVICES, BAKER TILLY US LLP.
