What public Form 5500 filings show about the Cohen Milstein Sellers & TOLL, PLLC 401(k) plan — and how to find and check your own account.
Cohen Milstein Sellers & TOLL, PLLC (EIN 52-1465235) reports COHEN MILSTEIN SELLERS & TOLL PROFIT SHARING AND RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $95.4M in plan assets across 200 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 Milstein Sellers & TOLL, PLLC 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Cohen Milstein Sellers & TOLL, PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CAPFINANCIAL PARTNERS.