DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC 401(k) Plan
What public Form 5500 filings show about the DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC 401(k) plan — and how to find and check your own account.
The DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC 401(k) on its latest Form 5500
DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC (EIN 93-0785253) reports DOLE COALWELL 401(K) PLAN on its most recent Form 5500, with $810K in plan assets across 18 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 DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC filing — schedules, fees, and providers.
Who runs the DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC 401(k)?
DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC’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 DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PCHR for the recordkeeper’s name and login.
How to check your DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask DOLE, COALWELL, CLARK, MOUNTAINSPRING AND MORNARICH, PC 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).