What public Form 5500 filings show about the Massachusetts Financial Sevices Company 401(k) plan — and how to find and check your own account.
Massachusetts Financial Sevices Company (EIN 04-2747644) reports MFSAVING RETIREMENT PLAN on its most recent Form 5500, with $574.7M in plan assets across 1,691 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 Massachusetts Financial Sevices Company 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 Merrill (Bank of America), based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Massachusetts Financial Sevices Company 401(k).
