COASTAL BEND WELLNESS FOUNDATION 401(k) Plan
What public Form 5500 filings show about the COASTAL BEND WELLNESS FOUNDATION 401(k) plan — and how to find and check your own account.
The COASTAL BEND WELLNESS FOUNDATION 401(k) on its latest Form 5500
COASTAL BEND WELLNESS FOUNDATION (EIN 74-2429518) reports COASTAL BEND WELLNESS FOUNDATION 401(K) P/S PLAN on its most recent Form 5500, with $3.3M in plan assets across 86 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 COASTAL BEND WELLNESS FOUNDATION filing — schedules, fees, and providers.
Who runs the COASTAL BEND WELLNESS FOUNDATION 401(k)?
COASTAL BEND WELLNESS FOUNDATION’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 COASTAL BEND WELLNESS FOUNDATIONHR for the recordkeeper’s name and login.
How to check your COASTAL BEND WELLNESS FOUNDATION 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COASTAL BEND WELLNESS FOUNDATION 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).