What public Form 5500 filings show about the Coleman and Foran Partnership 401(k) plan — and how to find and check your own account.
Coleman and Foran Partnership (EIN 20-5377239) reports NORTH CAROLINA OFS RETIREMENT PLAN & TRUST on its most recent Form 5500, with $2.3M in plan assets across 14 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 Coleman and Foran Partnership filing — schedules, fees, and providers.
Coleman and Foran Partnership’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 Coleman and Foran PartnershipHR for the recordkeeper’s name and login.
