What public Form 5500 filings show about the Knobbe Martens Olson & Bear, LLP 401(k) plan — and how to find and check your own account.
Knobbe Martens Olson & Bear, LLP (EIN 95-3605138) reports KNOBBE MARTENS OLSON & BEAR, LLP 401(K) RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $363.4M in plan assets across 676 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 Knobbe Martens Olson & Bear, 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 Knobbe Martens Olson & Bear, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): TOWNSQUARE CAPITAL, EQUITA FINANCIAL NETWORK, PURE FINANCIAL ADVISORS, AXXCESS WEALTH MANAGEMENT, KRAVITZ, CORIENT PRIVATE WEALTH.
