What public Form 5500 filings show about the Leydig, VOIT & Mayer, Ltd. 401(k) plan — and how to find and check your own account.
Leydig, VOIT & Mayer, Ltd. (EIN 36-2708672) reports LEYDIG, VOIT & MAYER, LTD. 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $149.3M in plan assets across 151 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 Leydig, VOIT & Mayer, Ltd. 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 Leydig, VOIT & Mayer, Ltd. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): DAVID VAUGHAN INVESTMENTS, CHARLES SCHWAB TRUST BANK, SAGE FINANCIAL MANAGEMENT GROU, AT INVESTMENT ADVISERS, CHARLES SCHWAB & CO, MONETA GROUP INVESTMENT ADV.
