What public Form 5500 filings show about the Coler Healthcare, Ltd. 401(k) plan — and how to find and check your own account.
Coler Healthcare, Ltd. (EIN 82-3631052) reports COLER HEALTHCARE 401(K) PLAN on its most recent Form 5500, with $7.4M in plan assets across 158 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 Coler Healthcare, Ltd. 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Coler Healthcare, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, WELLS FARGO CLEARING SERVICES.