What public Form 5500 filings show about the Cosey Financial Services, Inc. 401(k) plan — and how to find and check your own account.
Cosey Financial Services, Inc. (EIN 20-0874777) reports COSEY FINANCIAL SERVICES 401(K) PLAN on its most recent Form 5500, with $200K in plan assets across 2 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 Cosey Financial Services, Inc. filing — schedules, fees, and providers.
Cosey Financial Services, Inc.’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 Cosey Financial Services, Inc.HR for the recordkeeper’s name and login.
