CORGAN ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the CORGAN ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The CORGAN ASSOCIATES, INC. 401(k) on its latest Form 5500
CORGAN ASSOCIATES, INC. (EIN 75-1079692) reports CORGAN ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $122.8M in plan assets across 1,046 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 CORGAN ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the CORGAN 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your CORGAN ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CREATIVE PLANNING, STRATEGIC ADVISORS.
How to check your CORGAN ASSOCIATES, INC. 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask CORGAN 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).