Cowell James Forge Insurance Group 401(k) Plan

The Cowell James Forge Insurance Group 401(k) on its latest Form 5500

Cowell James Forge Insurance Group (EIN 81-4596558) reports COWELL ALTERNATIVE RISK SERVICES 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $3.0M in plan assets across 26 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 Cowell James Forge Insurance Group filing — schedules, fees, and providers.

Who runs the Cowell James Forge Insurance Group 401(k)?

Cowell James Forge Insurance Group’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 Cowell James Forge Insurance GroupHR for the recordkeeper’s name and login.

How to check your Cowell James Forge Insurance Group 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Cowell James Forge Insurance Group 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).