What public Form 5500 filings show about the Coterie Advisory Group Inc. 401(k) plan — and how to find and check your own account.
Coterie Advisory Group Inc. (EIN 81-4305047) reports COTERIE ADVISORY GROUP INC. 401 (K) PLAN on its most recent Form 5500, with $941K in plan assets across 13 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 Coterie Advisory Group Inc. filing — schedules, fees, and providers.
Coterie Advisory Group 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 Coterie Advisory Group Inc.HR for the recordkeeper’s name and login.
