Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. 401(k) Plan

The Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. 401(k) on its latest Form 5500

Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. (EIN 23-2421281) reports MARKS, O'NEILL, O'BRIEN, DOHERTY & KELLY, P.C. 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $20.5M in plan assets across 183 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, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. filing — schedules, fees, and providers.

Who runs the Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. 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 Nationwide, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. 401(k).

Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SECURITIES AMERICA, OSAIC WEALTH.

How to check your Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. 401(k)

• Log in to Nationwide’s participant portal (the site on your statements).
• Ask Marks, O'NEILL, O'BRIEN, Doherty & Kelly, P.C. 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).