What public Form 5500 filings show about the Cowan, Epperson & Associates, 401(k) plan — and how to find and check your own account.
Cowan, Epperson & Associates, (EIN 37-1350720) reports COWAN EPPERSON & ASSOCIATES PC 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $662K in plan assets across 4 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 Cowan, Epperson & Associates, filing — schedules, fees, and providers.
Cowan, Epperson & Associates,’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 Cowan, Epperson & Associates,HR for the recordkeeper’s name and login.
