What public Form 5500 filings show about the MARX/Okubo Associates, Ltd. 401(k) plan — and how to find and check your own account.
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.
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.
