COAKLEY BROTHERS COMPANY, INC. 401(k) Plan
What public Form 5500 filings show about the COAKLEY BROTHERS COMPANY, INC. 401(k) plan — and how to find and check your own account.
The COAKLEY BROTHERS COMPANY, INC. 401(k) on its latest Form 5500
COAKLEY BROTHERS COMPANY, INC. (EIN 39-0215980) reports COAKLEY BROTHERS, INC. PROFIT SHARING & 401(K) PLAN on its most recent Form 5500, with $6.8M in plan assets across 99 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 BROTHERS COMPANY, INC. filing — schedules, fees, and providers.
Who runs the COAKLEY BROTHERS COMPANY, INC. 401(k)?
COAKLEY BROTHERS COMPANY, INC.’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 COAKLEY BROTHERS COMPANY, INC.HR for the recordkeeper’s name and login.
How to check your COAKLEY BROTHERS COMPANY, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COAKLEY BROTHERS COMPANY, INC. 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).