COLE SCHOTZ P.C. 401(k) Plan
What public Form 5500 filings show about the COLE SCHOTZ P.C. 401(k) plan — and how to find and check your own account.
The COLE SCHOTZ P.C. 401(k) on its latest Form 5500
COLE SCHOTZ P.C. (EIN 22-2113414) reports COLE SCHOTZ P. C. PROFIT-SHARING AND 401(K) PLAN on its most recent Form 5500, with $136.5M in plan assets across 361 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 COLE SCHOTZ P.C. filing — schedules, fees, and providers.
Who runs the COLE SCHOTZ P.C. 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 Capital Group (American Funds), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your COLE SCHOTZ P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): AETNA LIFE INSURANCE, UNUM LIFE INSURANCE AMERICA, CITRIN COOPERMAN & LLP, MORGAN STANLEY, NATIONAL PROFESSIONAL, METROPOLITAN LIFE INSURANCE.
How to check your COLE SCHOTZ P.C. 401(k)
- Log in to Capital Group (American Funds)’s participant portal (the site on your statements).
- Ask COLE SCHOTZ P.C. 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).