What public Form 5500 filings show about the Allen Matkins LECK Gamble Mallory & Natsis LLP 401(k) plan — and how to find and check your own account.
Allen Matkins LECK Gamble Mallory & Natsis LLP (EIN 95-3605309) reports ALLEN MATKINS PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $303.2M in plan assets across 429 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 Allen Matkins LECK Gamble Mallory & Natsis LLP 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 Allen Matkins LECK Gamble Mallory & Natsis LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORGAN STANLEY SMITH BARNEY, PACIFICA CAPITAL INVESTMENTS L, FISHER INVESTMENTS, CHARLES SCHWAB & CO, LITMAN GREGORY WEALTH MGMT, CONQUIS FINANCIAL.
