A. MORTON THOMAS AND ASSOCIATES, INC. 401(k) Plan
What public Form 5500 filings show about the A. MORTON THOMAS AND ASSOCIATES, INC. 401(k) plan — and how to find and check your own account.
The A. MORTON THOMAS AND ASSOCIATES, INC. 401(k) on its latest Form 5500
A. MORTON THOMAS AND ASSOCIATES, INC. (EIN 52-0728302) reports A. MORTON THOMAS AND ASSOCIATES, INC. 401(K) PLAN on its most recent Form 5500, with $77.8M in plan assets across 509 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 A. MORTON THOMAS AND ASSOCIATES, INC. filing — schedules, fees, and providers.
Who runs the A. MORTON THOMAS AND ASSOCIATES, INC. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Empower, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your A. MORTON THOMAS AND ASSOCIATES, INC. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ACEC RETIREMENT TRUST, EMPOWER ANNUITY INSURANCE O.
How to check your A. MORTON THOMAS AND ASSOCIATES, INC. 401(k)
- Log in to Empower’s participant portal (the site on your statements).
- Ask A. MORTON THOMAS AND ASSOCIATES, INC. 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).