What public Form 5500 filings show about the Cole Schotz P.C. 401(k) plan — and how to find and check your own account.
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.
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): UNUM LIFE INSURANCE AMERICA, AETNA LIFE INSURANCE, CITRIN COOPERMAN & LLP, MORGAN STANLEY, METROPOLITAN LIFE INSURANCE, VSP VISION CARE.
