FORVIS MAZARS, LLP 401(k) Plan
What public Form 5500 filings show about the FORVIS MAZARS, LLP 401(k) plan — and how to find and check your own account.
The FORVIS MAZARS, LLP 401(k) on its latest Form 5500
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.
Who runs the FORVIS MAZARS, 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 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): CHARLES SCHWAB & CO, FORVIS MAZARS WEALTH ADVISORS, OCTOBER THREE CONSULTING, VANGUARD FIDUCIARY TRUST CO, AMERITAS LIFE INSURANCE, BEACON POINTE ADVISORS.
How to check your FORVIS MAZARS, LLP 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask FORVIS MAZARS, 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).