Macquarie Holdings (U.S.A.) Inc. 401(k) Plan

The Macquarie Holdings (U.S.A.) Inc. 401(k) on its latest Form 5500

Macquarie Holdings (U.S.A.) Inc. (EIN 13-3789912) reports MACQUARIE HOLDINGS (USA) INC. 401(K) PLAN AND TRUST on its most recent Form 5500, with $720.7M in plan assets across 2,294 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 Macquarie Holdings (U.S.A.) Inc. filing — schedules, fees, and providers.

Who runs the Macquarie Holdings (U.S.A.) Inc. 401(k)?

The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Macquarie Holdings (U.S.A.) Inc. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MERCER INVESTMENTS, PRICE WATER HOUSE CO, ARNOLD & PORTER KAYE SCHOLER, STRATEGIC ADVISORS.

How to check your Macquarie Holdings (U.S.A.) Inc. 401(k)

• Log in to Fidelity’s participant portal (the site on your statements).
• Ask Macquarie Holdings (U.S.A.) Inc. HR or benefits for the recordkeeper name and enrollment link.
• Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).