What public Form 5500 filings show about the Cocores Holdings, LLC DBA Ufinancial Group 401(k) plan — and how to find and check your own account.
Cocores Holdings, LLC DBA Ufinancial Group (EIN 82-2487164) reports UFINANCIAL EMPLOYEES 401(K) PLAN on its most recent Form 5500, with $8.2M in plan assets across 123 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 Cocores Holdings, LLC DBA Ufinancial Group 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cocores Holdings, LLC DBA Ufinancial Group 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MMLIS, WILSHITE ADVISORS, MML INVESTORS SERVICES, CARDINAL PENSION GROUP, ASCENSUS HOLDINGS DBA FUTURE PLAN, ASCENSUS.
