What public Form 5500 filings show about the Arnall Golden Gregory LLP 401(k) plan — and how to find and check your own account.
Arnall Golden Gregory LLP (EIN 58-0543673) reports ARNALL GOLDEN GREGORY LLP SELF-EMPLOYED PERSONS RETIREMENT PLAN on its most recent Form 5500, with $182.3M in plan assets across 325 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 Arnall Golden Gregory 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 Arnall Golden Gregory LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, HB WEALTH MANAGEMENT, CAP FINANCIAL PARTNERS, WAYPOINT WEALTH COUNSEL, SAVANT CAPITAL, CORNERCAP INVESTMENT COUNSEL I.
