What public Form 5500 filings show about the Coterie Applications Inc. 401(k) plan — and how to find and check your own account.
Coterie Applications Inc. (EIN 83-3234193) reports COTERIE APPLICATIONS 401(K) PLAN on its most recent Form 5500, with $7.0M in plan assets across 145 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 Applications Inc. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Guideline, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Coterie Applications Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): BENEFIT TRUST.
