What public Form 5500 filings show about the Colectivo Coffee Roasters, Inc. 401(k) plan — and how to find and check your own account.
Colectivo Coffee Roasters, Inc. (EIN 39-1779155) reports COLECTIVO COFFEE ROASTERS, INC. RETIREMENT PLAN on its most recent Form 5500, with $10.9M in plan assets across 355 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 Colectivo Coffee Roasters, Inc. 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 Newport Group, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Colectivo Coffee Roasters, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FIDELITY INVESTMENTS INSTITUTIONAL, WEALTH ENHANCEMENT.
