COCHENER GARVEY CAPITAL PARTNERS, INC. 401(k) Plan
What public Form 5500 filings show about the COCHENER GARVEY CAPITAL PARTNERS, INC. 401(k) plan — and how to find and check your own account.
The COCHENER GARVEY CAPITAL PARTNERS, INC. 401(k) on its latest Form 5500
COCHENER GARVEY CAPITAL PARTNERS, INC. (EIN 46-1135561) reports COCHENER GARVEY EMPLOYEE'S 401(K) PLAN on its most recent Form 5500, with $20.6M in plan assets across 265 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 COCHENER GARVEY CAPITAL PARTNERS, INC. filing — schedules, fees, and providers.
Who runs the COCHENER GARVEY CAPITAL PARTNERS, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COCHENER GARVEY CAPITAL PARTNERS, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY.
How to check your COCHENER GARVEY CAPITAL PARTNERS, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask COCHENER GARVEY CAPITAL PARTNERS, 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).