CORDOGAN CLARK & ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the CORDOGAN CLARK & ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The CORDOGAN CLARK & ASSOCIATES, INC. 401(k) on its latest Form 5500
CORDOGAN CLARK & ASSOCIATES, INC. (EIN 36-3103952) reports CORDOGAN CLARK & ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $11.6M in plan assets across 102 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 CORDOGAN CLARK & ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the CORDOGAN CLARK & ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is EPIC Retirement Plan Services, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CORDOGAN CLARK & ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, HIGHTOWER ADVISORS, CHARLES SCHWAB & CO.
How to check your CORDOGAN CLARK & ASSOCIATES, INC. 401(k)
- Log in to EPIC Retirement Plan Services’s participant portal (the site on your statements).
- Ask CORDOGAN CLARK & ASSOCIATES, INC. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).