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

COZI GROUP, INC. 401(k) Plan

What public Form 5500 filings show about the COZI GROUP, INC. 401(k) plan — and how to find and check your own account.

Plan assets
$72K
Participants
17
Plans on file
1

The COZI GROUP, INC. 401(k) on its latest Form 5500

COZI GROUP, INC. (EIN 84-2897453) reports COZI GROUP, INC. 401(K) PLAN on its most recent Form 5500, with $72K in plan assets across 17 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 COZI GROUP, INC. filing — schedules, fees, and providers.

Who runs the COZI GROUP, INC. 401(k)?

COZI 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 COZI GROUP, INC.HR for the recordkeeper’s name and login.

How to check your COZI GROUP, INC. 401(k)

  • Log in to the plan’s recordkeeper portal (the site on your statements).
  • Ask COZI GROUP, 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: COZI GROUP, INC. — all Form 5500 filings (EIN 84-2897453) · Texas employer EIN lookup · Form 5500 search
COZI GROUP, INC. 401(k) Plan — Form 5500