What public Form 5500 filings show about the MAI Wealth Management, Inc. 401(k) plan — and how to find and check your own account.
MAI Wealth Management, Inc. (EIN 27-1099169) reports MAI WEALTH MANAGEMENT EMPLOYEE 401(K) SAVINGS PLAN on its most recent Form 5500, with $67.7M in plan assets across 503 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 MAI Wealth Management, 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 Voya, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MAI Wealth Management, Inc. 401(k).
