CODY FINANCIAL MORTGAGE SERVICES, INC. 401(k) Plan
What public Form 5500 filings show about the CODY FINANCIAL MORTGAGE SERVICES, INC. 401(k) plan — and how to find and check your own account.
The CODY FINANCIAL MORTGAGE SERVICES, INC. 401(k) on its latest Form 5500
CODY FINANCIAL MORTGAGE SERVICES, INC. (EIN 25-1810739) reports CODY FINANCIAL MORTGAGE 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $901K in plan assets across 5 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 CODY FINANCIAL MORTGAGE SERVICES, INC. filing — schedules, fees, and providers.
Who runs the CODY FINANCIAL MORTGAGE SERVICES, INC. 401(k)?
CODY FINANCIAL MORTGAGE SERVICES, INC.’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask CODY FINANCIAL MORTGAGE SERVICES, INC.HR for the recordkeeper’s name and login.
How to check your CODY FINANCIAL MORTGAGE SERVICES, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask CODY FINANCIAL MORTGAGE SERVICES, 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).