What public Form 5500 filings show about the LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company 401(k) plan — and how to find and check your own account.
LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company (EIN 76-0114425) reports LE BAIR FINANCIAL SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $1.7M in plan assets across 2 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 LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company filing — schedules, fees, and providers.
LE BAIR Financial Services, Inc. DBA Mitchell Clark & Company’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask LE BAIR Financial Services, Inc. DBA Mitchell Clark & CompanyHR for the recordkeeper’s name and login.
