What public Form 5500 filings show about the Magnusson Klemencic Associates Inc. 401(k) plan — and how to find and check your own account.
Magnusson Klemencic Associates Inc. (EIN 91-0861758) reports MAGNUSSON KLEMENCIC ASSOCIATES, INC. PROFIT SHARING PLAN & TRUST WITH 401(K) on its most recent Form 5500, with $77.3M in plan assets across 147 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 Magnusson Klemencic Associates 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Magnusson Klemencic Associates Inc. 401(k).
