MARX/OKUBO ASSOCIATES, LTD. 401(k) Plan
What public Form 5500 filings show about the MARX/OKUBO ASSOCIATES, LTD. 401(k) plan — and how to find and check your own account.
The MARX/OKUBO ASSOCIATES, LTD. 401(k) on its latest Form 5500
MARX/OKUBO ASSOCIATES, LTD. (EIN 84-0887811) reports MARX/OKUBO ASSOCIATES, LTD. 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $39.3M in plan assets across 211 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 MARX/OKUBO ASSOCIATES, LTD. filing — schedules, fees, and providers.
Who runs the MARX/OKUBO ASSOCIATES, LTD. 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 The Standard (StanCorp), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MARX/OKUBO ASSOCIATES, LTD. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB.
How to check your MARX/OKUBO ASSOCIATES, LTD. 401(k)
- Log in to The Standard (StanCorp)’s participant portal (the site on your statements).
- Ask MARX/OKUBO ASSOCIATES, LTD. 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).