Longo & Siefer Inc. DBA the Coffee & TEA Exchange 401(k) Plan
What public Form 5500 filings show about the Longo & Siefer Inc. DBA the Coffee & TEA Exchange 401(k) plan — and how to find and check your own account.
The Longo & Siefer Inc. DBA the Coffee & TEA Exchange 401(k) on its latest Form 5500
Longo & Siefer Inc. DBA the Coffee & TEA Exchange (EIN 36-3145043) reports THE COFFEE & TEA EXCHANGE 401(K) PLAN on its most recent Form 5500, with $595K 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 Longo & Siefer Inc. DBA the Coffee & TEA Exchange filing — schedules, fees, and providers.
Who runs the Longo & Siefer Inc. DBA the Coffee & TEA Exchange 401(k)?
Longo & Siefer Inc. DBA the Coffee & TEA Exchange’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 Longo & Siefer Inc. DBA the Coffee & TEA ExchangeHR for the recordkeeper’s name and login.
How to check your Longo & Siefer Inc. DBA the Coffee & TEA Exchange 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask Longo & Siefer Inc. DBA the Coffee & TEA Exchange 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).