What public Form 5500 filings show about the Katten Muchin Rosenman LLP 401(k) plan — and how to find and check your own account.
Katten Muchin Rosenman LLP (EIN 36-2796532) reports KATTEN MUCHIN ROSENMAN LLP DEFINED CONTRIBUTION PLAN on its most recent Form 5500, with $793.3M in plan assets across 1,113 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 Katten Muchin Rosenman 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 Katten Muchin Rosenman LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): GRANT THORNTON LLP, HOWARD CAPITAL MGMT, HEALTH CARE SERVICE, MESIROW FINANCIAL INVST MGMT, CAPITAL MGMT SERVICES, JPMORGAN CHASE BANK N A.
