What public Form 5500 filings show about the Coffman LEVI Charitable Trust, Inc. DBA Gold Crest Retirement Center 401(k) plan — and how to find and check your own account.
Coffman LEVI Charitable Trust, Inc. DBA Gold Crest Retirement Center (EIN 47-0690851) reports GOLD CREST RETIREMENT CENTER RETIREMENT PLAN on its most recent Form 5500, with $1.6M in plan assets across 33 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 Coffman LEVI Charitable Trust, Inc. DBA Gold Crest Retirement Center filing — schedules, fees, and providers.
Coffman LEVI Charitable Trust, Inc. DBA Gold Crest Retirement Center’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 Coffman LEVI Charitable Trust, Inc. DBA Gold Crest Retirement CenterHR for the recordkeeper’s name and login.
