Form 5500 Search

COLDSTREAM CAPITAL MANAGEMENT, INC.

EIN 93-1052371BELLEVUE, WA

COLDSTREAM CAPITAL MANAGEMENT, INC. (EIN 93-1052371) has filed 2 Form 5500 plans with the U.S. Department of Labor, covering $32.6M in plan assets and 365 active participants. Each plan below links to its full filing — fees, funds, providers, and Schedule C/H detail.

Plans filed
2
Participants
365
Total assets
$32.6M
A COLDSTREAM CAPITAL MANAGEMENT, INC. employee? See the COLDSTREAM CAPITAL MANAGEMENT, INC. 401(k) plan — assets, recordkeeper, and how to find and check your account.

Form 5500 plans filed under EIN 93-1052371

Form 5500 search →
PlanPlan #ParticipantsAssets
COLDSTREAM 401(K) PLAN001185$32.6M
COLDSTREAM WEALTH MANAGEMENT501180$0

Service providers reported by COLDSTREAM CAPITAL MANAGEMENT, INC.

CHARLES SCHWAB TRUST BANKNORTHWEST PLAN SERVICES

Providers are read from the Schedule C service-provider disclosures across this employer’s filings.

About this EIN

93-1052371 is the Employer Identification Number (EIN) COLDSTREAM CAPITAL MANAGEMENT, INC. reports on its Form 5500 filings with the U.S. Department of Labor. The same EIN identifies the employer across all of its retirement and health plans.

Find other employers in the same state on Washington EIN lookup, or run a Form 5500 search to pull any company’s filing. New to these filings? Start with What is Form 5500?

COLDSTREAM CAPITAL MANAGEMENT, INC. EIN & Form 5500