What public Form 5500 filings show about the Marbridge Foundation, Inc. 401(k) plan — and how to find and check your own account.
Marbridge Foundation, Inc. (EIN 74-1183095) reports MARBRIDGE FOUNDATION 401(K) PLAN on its most recent Form 5500, with $5.5M in plan assets across 274 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 Marbridge Foundation, Inc. filing — schedules, fees, and providers.
Marbridge Foundation, Inc.’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 Marbridge Foundation, Inc.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ATLASMARK FINANCIAL, EMPLOYEE INCENTIVE PLANS, FIDELITY BROKERAGE SERVICES.
