What public Form 5500 filings show about the Plunkett Cooney, P.C. 401(k) plan — and how to find and check your own account.
Plunkett Cooney, P.C. (EIN 38-1896842) reports PLUNKETT COONEY, P.C. EMPLOYEES' PROFIT SHARING PLAN on its most recent Form 5500, with $97.5M in plan assets across 205 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 Plunkett Cooney, P.C. filing — schedules, fees, and providers.
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Plunkett Cooney, P.C. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PLANNING ALTERNATIVES, WILLIAM BLAIR INVESTMENT MGMT, CHARLES SCHWAB & CO, SHUTTLEWORTH &, CBIZ INVESTMENT ADVISORY SERVI.
