Paul Cozzani Insurance and Finan 401(k) Plan

The Paul Cozzani Insurance and Finan 401(k) on its latest Form 5500

Paul Cozzani Insurance and Finan (EIN 47-4512494) reports PAUL COZZANI 401K PLAN on its most recent Form 5500, with $161K in plan assets across 3 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 Paul Cozzani Insurance and Finan filing — schedules, fees, and providers.

Who runs the Paul Cozzani Insurance and Finan 401(k)?

Paul Cozzani Insurance and Finan’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 Paul Cozzani Insurance and FinanHR for the recordkeeper’s name and login.

How to check your Paul Cozzani Insurance and Finan 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Paul Cozzani Insurance and Finan 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).