What public Form 5500 filings show about the Forvis Mazars, LLP 401(k) plan — and how to find and check your own account.
Forvis Mazars, LLP (EIN 44-0160260) reports FORVIS MAZARS, LLP EMPLOYEES' SAVINGS PLAN I on its most recent Form 5500, with $1.8B in plan assets across 5,128 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 Forvis Mazars, 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 Forvis Mazars, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FORVIS MAZARS WEALTH ADVISORS, CHARLES SCHWAB & CO, BEACON POINTE ADVISORS, AMERITAS LIFE INSURANCE, OCTOBER THREE CONSULTING, VANGUARD FIDUCIARY TRUST CO.
