Coats, Rose, YALE, Ryman & Lee, P.C. 401(k) Plan

The Coats, Rose, YALE, Ryman & Lee, P.C. 401(k) on its latest Form 5500

Coats, Rose, YALE, Ryman & Lee, P.C. (EIN 76-0294490) reports COATS, ROSE, YALE, RYMAN & LEE, P.C. SALARY DEFERRAL & PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $75.9M in plan assets across 107 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 Coats, Rose, YALE, Ryman & Lee, P.C. filing — schedules, fees, and providers.

Who runs the Coats, Rose, YALE, Ryman & Lee, P.C. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Coats, Rose, YALE, Ryman & Lee, P.C. 401(k).

How to check your Coats, Rose, YALE, Ryman & Lee, P.C. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Coats, Rose, YALE, Ryman & Lee, P.C. 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).