FARELLA BRAUN AND MARTEL LLP 401(k) Plan
What public Form 5500 filings show about the FARELLA BRAUN AND MARTEL LLP 401(k) plan — and how to find and check your own account.
The FARELLA BRAUN AND MARTEL LLP 401(k) on its latest Form 5500
FARELLA BRAUN AND MARTEL LLP (EIN 94-1527242) reports FARELLA BRAUN AND MARTEL LLP PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $247.7M in plan assets across 206 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 FARELLA BRAUN AND MARTEL LLP filing — schedules, fees, and providers.
Who runs the FARELLA BRAUN AND MARTEL 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 Vanguard, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your FARELLA BRAUN AND MARTEL LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TORTOISE INVESTMENT MANAGEMENT, HIGHTOWER ADVISORS, VANGUARD ADVISERS, USB FINANCIAL SERVICES.
How to check your FARELLA BRAUN AND MARTEL LLP 401(k)
- Log in to Vanguard’s participant portal (the site on your statements).
- Ask FARELLA BRAUN AND MARTEL 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).