MARTIN CLEARWATER AND BELL LLP 401(k) Plan
What public Form 5500 filings show about the MARTIN CLEARWATER AND BELL LLP 401(k) plan — and how to find and check your own account.
The MARTIN CLEARWATER AND BELL LLP 401(k) on its latest Form 5500
MARTIN CLEARWATER AND BELL LLP (EIN 13-2811394) reports MARTIN CLEARWATER & BELL LLP PARTNERS AND STAFF 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $66.0M in plan assets across 138 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 MARTIN CLEARWATER AND BELL LLP filing — schedules, fees, and providers.
Who runs the MARTIN CLEARWATER AND BELL LLP 401(k)?
MARTIN CLEARWATER AND BELL LLP’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 MARTIN CLEARWATER AND BELL LLPHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HILB GROUP OF NEW ENGLAND, CONNECT CARE3, UMR, BENECON GROUP.
How to check your MARTIN CLEARWATER AND BELL LLP 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MARTIN CLEARWATER AND BELL LLP 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).