MAROTTA VALUATION ADVISORS INC. 401(k) Plan
What public Form 5500 filings show about the MAROTTA VALUATION ADVISORS INC. 401(k) plan — and how to find and check your own account.
The MAROTTA VALUATION ADVISORS INC. 401(k) on its latest Form 5500
MAROTTA VALUATION ADVISORS INC. (EIN 04-3178346) reports MAROTTA VALUATION ADVISORS INC. 401K PS PLAN on its most recent Form 5500, with $682K in plan assets across 2 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 MAROTTA VALUATION ADVISORS INC. filing — schedules, fees, and providers.
Who runs the MAROTTA VALUATION ADVISORS INC. 401(k)?
MAROTTA VALUATION ADVISORS 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 MAROTTA VALUATION ADVISORS INC.HR for the recordkeeper’s name and login.
How to check your MAROTTA VALUATION ADVISORS INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MAROTTA VALUATION ADVISORS 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).
