Form 5500 Search
Review sample — not indexed. Consumer “[company] 401k” tier pending intent validation.

Cotswold Capital Advisors, Inc. 401(k) Plan

What public Form 5500 filings show about the Cotswold Capital Advisors, Inc. 401(k) plan — and how to find and check your own account.

Plan assets
$372K
Participants
5
Plans on file
1

The Cotswold Capital Advisors, Inc. 401(k) on its latest Form 5500

Cotswold Capital Advisors, Inc. (EIN 30-0521399) reports COTSWOLD CAPITAL ADVISORS, INC. EMPLOYEES' PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $372K in plan assets across 5 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 Cotswold Capital Advisors, Inc. filing — schedules, fees, and providers.

Who runs the Cotswold Capital Advisors, Inc. 401(k)?

Cotswold Capital Advisors, 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 Cotswold Capital Advisors, Inc.HR for the recordkeeper’s name and login.

How to check your Cotswold Capital Advisors, Inc. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask Cotswold Capital Advisors, 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).
More on this employer: Cotswold Capital Advisors, Inc. — all Form 5500 filings (EIN 30-0521399) · South Carolina employer EIN lookup · Form 5500 search
Cotswold Capital Advisors, Inc. 401(k) Plan — Form 5500