What public Form 5500 filings show about the Jeffer Mangels Butler & Mitchell LLP 401(k) plan — and how to find and check your own account.
Jeffer Mangels Butler & Mitchell LLP (EIN 95-3669194) reports JEFFER MANGELS BUTLER & MITCHELL LLP PROFIT SHARING AND 401(K) PLAN on its most recent Form 5500, with $156.6M in plan assets across 189 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 Jeffer Mangels Butler & Mitchell 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Jeffer Mangels Butler & Mitchell LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GRAYSTONE CONSULTING, FERGUSON WELLMAN CAPITAL MANAGEMENT, TWIN PEAKS WEALTH ADVISORS, CHARLES SCHWAB & CO.
