What public Form 5500 filings show about the Macdonald & CODY LLP 401(k) plan — and how to find and check your own account.
Macdonald & CODY LLP (EIN 81-3131061) reports MACDONALD & CODY LLP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $6.8M in plan assets across 110 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 Macdonald & CODY LLP filing — schedules, fees, and providers.
Macdonald & CODY LLP’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 Macdonald & CODY LLPHR for the recordkeeper’s name and login.
