Max Borges Marketing Solutions, Inc. 401(k) Plan

The Max Borges Marketing Solutions, Inc. 401(k) on its latest Form 5500

Max Borges Marketing Solutions, Inc. (EIN 27-0041777) reports MAX BORGES AGENCY 401(K) PLAN on its most recent Form 5500, with $5.0M in plan assets across 48 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 Max Borges Marketing Solutions, Inc. filing — schedules, fees, and providers.

Who runs the Max Borges Marketing Solutions, Inc. 401(k)?

Max Borges Marketing Solutions, 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 Max Borges Marketing Solutions, Inc.HR for the recordkeeper’s name and login.

How to check your Max Borges Marketing Solutions, Inc. 401(k)

• Log in to the plan’s recordkeeper portal (the site on your statements).
• Ask Max Borges Marketing Solutions, 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).