COHEN SEQUOIA ENTERPRISES, LTD. 401(k) Plan
What public Form 5500 filings show about the COHEN SEQUOIA ENTERPRISES, LTD. 401(k) plan — and how to find and check your own account.
The COHEN SEQUOIA ENTERPRISES, LTD. 401(k) on its latest Form 5500
COHEN SEQUOIA ENTERPRISES, LTD. (EIN 26-4094604) reports COHEN & COMPANY, LTD. PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $76.1M in plan assets across 783 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 SEQUOIA ENTERPRISES, LTD. filing — schedules, fees, and providers.
Who runs the COHEN SEQUOIA ENTERPRISES, LTD. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COHEN SEQUOIA ENTERPRISES, LTD. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO, SCHWAB RETIREMENT PLAN SERVICES IN.
How to check your COHEN SEQUOIA ENTERPRISES, LTD. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask COHEN SEQUOIA ENTERPRISES, LTD. 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).