What public Form 5500 filings show about the COBB, Fendley & Associates, Inc. 401(k) plan — and how to find and check your own account.
COBB, Fendley & Associates, Inc. (EIN 74-2192879) reports COBB, FENDLEY & ASSOCIATES, INC. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $70.1M in plan assets across 679 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 COBB, Fendley & Associates, Inc. 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 JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COBB, Fendley & Associates, Inc. 401(k).
