COLDSTREAM CAPITAL MANAGEMENT, INC. 401(k) Plan
What public Form 5500 filings show about the COLDSTREAM CAPITAL MANAGEMENT, INC. 401(k) plan — and how to find and check your own account.
The COLDSTREAM CAPITAL MANAGEMENT, INC. 401(k) on its latest Form 5500
COLDSTREAM CAPITAL MANAGEMENT, INC. (EIN 93-1052371) reports COLDSTREAM 401(K) PLAN on its most recent Form 5500, with $32.6M in plan assets across 185 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 COLDSTREAM CAPITAL MANAGEMENT, INC. filing — schedules, fees, and providers.
Who runs the COLDSTREAM CAPITAL MANAGEMENT, INC. 401(k)?
COLDSTREAM CAPITAL MANAGEMENT, INC.’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 COLDSTREAM CAPITAL MANAGEMENT, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, NORTHWEST PLAN SERVICES.
How to check your COLDSTREAM CAPITAL MANAGEMENT, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask COLDSTREAM CAPITAL MANAGEMENT, INC. 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).