What public Form 5500 filings show about the Conklin and Company, LLC DBA Coldwell Banker Distinctive Properties 401(k) plan — and how to find and check your own account.
Conklin and Company, LLC DBA Coldwell Banker Distinctive Properties (EIN 26-1512545) reports DISTINCTIVE 401(K) PLAN on its most recent Form 5500, with $611K in plan assets across 24 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 Conklin and Company, LLC DBA Coldwell Banker Distinctive Properties filing — schedules, fees, and providers.
Conklin and Company, LLC DBA Coldwell Banker Distinctive Properties’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 Conklin and Company, LLC DBA Coldwell Banker Distinctive PropertiesHR for the recordkeeper’s name and login.