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.
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.
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.
