COHEN AND WOLF, P.C. 401(k) Plan
What public Form 5500 filings show about the COHEN AND WOLF, P.C. 401(k) plan — and how to find and check your own account.
The COHEN AND WOLF, P.C. 401(k) on its latest Form 5500
COHEN AND WOLF, P.C. (EIN 06-1063708) reports COHEN AND WOLF, P.C. 401 (K) SAVINGS PLAN on its most recent Form 5500, with $31.9M in plan assets across 80 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 COHEN AND WOLF, P.C. filing — schedules, fees, and providers.
Who runs the COHEN AND WOLF, P.C. 401(k)?
COHEN AND WOLF, P.C.’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 COHEN AND WOLF, P.C.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CONNECTCARE3, UMR, HILB GROUP FAIRFIELD CT, INSURANCE SOLUTIONS HILB GROUP IS, BENECON GROUP.
How to check your COHEN AND WOLF, P.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COHEN AND WOLF, P.C. 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).