What public Form 5500 filings show about the Marks Balette Giessel Young, PLLC 401(k) plan — and how to find and check your own account.
Marks Balette Giessel Young, PLLC (EIN 81-1004073) reports MARKS, BALETTE, GIESSEL & YOUNG 401(K) PLAN on its most recent Form 5500, with $3.8M in plan assets across 13 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 Marks Balette Giessel Young, PLLC filing — schedules, fees, and providers.
Marks Balette Giessel Young, PLLC’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 Marks Balette Giessel Young, PLLCHR for the recordkeeper’s name and login.