COATES FIELD SERVICE, INC. 401(k) Plan
What public Form 5500 filings show about the COATES FIELD SERVICE, INC. 401(k) plan — and how to find and check your own account.
The COATES FIELD SERVICE, INC. 401(k) on its latest Form 5500
COATES FIELD SERVICE, INC. (EIN 73-0574212) reports COATES FIELD SERVICE, INC. EMPLOYEES SAVINGS AND PROFIT SHARING PLAN on its most recent Form 5500, with $15.1M in plan assets across 210 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 COATES FIELD SERVICE, INC. filing — schedules, fees, and providers.
Who runs the COATES FIELD SERVICE, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COATES FIELD SERVICE, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): EXENCIAL WEALTH ADVISORS, EMPOWER ADVISORY GROUP, COATES FIELD SERVICE.
How to check your COATES FIELD SERVICE, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask COATES FIELD SERVICE, 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).