What public Form 5500 filings show about the Coghlin Companies, Inc. 401(k) plan — and how to find and check your own account.
Coghlin Companies, Inc. (EIN 04-2923301) reports COGHLIN COMPANIES EMPLOYEE PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $57.7M in plan assets across 700 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 Coghlin Companies, 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 BDS CONSULTING GROUP, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Coghlin Companies, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): KESTRA INVESTMENT SERVICES, STRATEGIC ADVISORS, BOLLUS LYNCH, FIDELITY INVESTMENTS.
