Abrams, Garfinkel, Margolis, Bergson, LLP 401(k) Plan

The Abrams, Garfinkel, Margolis, Bergson, LLP 401(k) on its latest Form 5500

Abrams, Garfinkel, Margolis, Bergson, LLP (EIN 03-0462076) reports AGMB, LLP 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $13.4M in plan assets across 70 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 Abrams, Garfinkel, Margolis, Bergson, LLP filing — schedules, fees, and providers.

Who runs the Abrams, Garfinkel, Margolis, Bergson, LLP 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 MATRIX TRUST, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Abrams, Garfinkel, Margolis, Bergson, LLP 401(k).

How to check your Abrams, Garfinkel, Margolis, Bergson, LLP 401(k)

• Log in to MATRIX TRUST’s participant portal (the site on your statements).
• Ask Abrams, Garfinkel, Margolis, Bergson, LLP 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).