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Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

COLDSTREAM SERVICE HOLDINGS, INC. 401(k) Plan

What public Form 5500 filings show about the COLDSTREAM SERVICE HOLDINGS, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$1.4M
Participants
46
Plans on file
1

The COLDSTREAM SERVICE HOLDINGS, INC. 401(k) on its latest Form 5500

COLDSTREAM SERVICE HOLDINGS, INC. (EIN 87-2620740) reports COLDSTREAM SERVICE HOLDINGS, INC. 401(K) PLAN on its most recent Form 5500, with $1.4M in plan assets across 46 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 SERVICE HOLDINGS, INC. filing — schedules, fees, and providers.

Who runs the COLDSTREAM SERVICE HOLDINGS, INC. 401(k)?

COLDSTREAM SERVICE HOLDINGS, 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 SERVICE HOLDINGS, INC.HR for the recordkeeper’s name and login.

How to check your COLDSTREAM SERVICE HOLDINGS, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask COLDSTREAM SERVICE HOLDINGS, 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).
More on this employer: COLDSTREAM SERVICE HOLDINGS, INC. — all Form 5500 filings (EIN 87-2620740) · Ohio employer EIN lookup · Form 5500 search
COLDSTREAM SERVICE HOLDINGS, INC. 401(k) Plan — Form 5500