What public Form 5500 filings show about the Gordon REES Scully Mansukhani, LLP 401(k) plan — and how to find and check your own account.
Gordon REES Scully Mansukhani, LLP (EIN 94-1617026) reports GORDON REES SCULLY MANSUKHANI, LLP 401(K) RETIREMENT PLAN on its most recent Form 5500, with $449.5M in plan assets across 2,831 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 Gordon REES Scully Mansukhani, 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 Gordon REES Scully Mansukhani, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, MARIN WEALTH ADVISORS, GLOBAL RETIREMENT PARTNERS, PARALLEL ADVISORS, MOSS ADAMS LLP, CHARLES SCHWAB & CO.
