Marian, Inc. 401(k) Plan
What public Form 5500 filings show about the Marian, Inc. 401(k) plan — and how to find and check your own account.
The Marian, Inc. 401(k) on its latest Form 5500
Marian, Inc. (EIN 90-0715685) reports MARIAN, INC. EMPLOYEES 401(K) AND PROFIT SHARING PLAN on its most recent Form 5500, with $51.6M in plan assets across 290 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 Marian, Inc. filing — schedules, fees, and providers.
Who runs the Marian, Inc. 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is JPMORGAN INVEST HOLDINGS, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Marian, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SHEPHERD FINANCIAL INVESTMENT ADVIS, KSM BUSINESS SERVICES.
How to check your Marian, Inc. 401(k)
- Log in to JPMORGAN INVEST HOLDINGS’s participant portal (the site on your statements).
- Ask Marian, Inc. HR or benefits for the recordkeeper name and enrollment link.
- Left the company? Your balance stays in the plan until you roll it over — see how to find a lost 401(k).