What public Form 5500 filings show about the Mankato Clinic Ltd. 401(k) plan — and how to find and check your own account.
Mankato Clinic Ltd. (EIN 41-0849339) reports MANKATO CLINIC, LTD. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $236.0M in plan assets across 873 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 Mankato Clinic Ltd. filing — schedules, fees, and providers.
Mankato Clinic Ltd.’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 Mankato Clinic Ltd.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, ADVANCED CAPITAL GROUP, MILLIMAN, NICOLLET INVESTMENTMANAGEMENT, CHARLES SCHWAB & CO, EIDE BAILLY LLP.
