What public Form 5500 filings show about the Cohen Kinne Valicenti & Cook 401(k) plan — and how to find and check your own account.
Cohen Kinne Valicenti & Cook (EIN 26-3662973) reports COHEN KINNE VALICENTI & COOK on its most recent Form 5500, with $6.8M in plan assets across 23 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 Kinne Valicenti & Cook filing — schedules, fees, and providers.
Cohen Kinne Valicenti & Cook’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 Kinne Valicenti & CookHR for the recordkeeper’s name and login.