What public Form 5500 filings show about the Macquarie Management Holdings, Inc. 401(k) plan — and how to find and check your own account.
Macquarie Management Holdings, Inc. (EIN 23-2693133) reports MACQUARIE MANAGEMENT HOLDINGS, INC. EMPLOYEES' SAVINGS AND 401(K) PLAN on its most recent Form 5500, with $413.6M in plan assets across 603 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 Management Holdings, Inc. 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 Lincoln Financial, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Macquarie Management Holdings, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): PRICEWATERHOUSECOOPERS LLP, FIDELITY INVT INSTNL, ARNOLD & PORTER KAYE SCHOLER LLP.
