MAXWELL FINANCIAL MANAGEMENT LLC 401(k) Plan
What public Form 5500 filings show about the MAXWELL FINANCIAL MANAGEMENT LLC 401(k) plan — and how to find and check your own account.
The MAXWELL FINANCIAL MANAGEMENT LLC 401(k) on its latest Form 5500
MAXWELL FINANCIAL MANAGEMENT LLC (EIN 20-4156790) reports MAXWELL FINANCIAL MANAGEMENT LLC 401(K) PLAN on its most recent Form 5500, with $1.5M in plan assets across 5 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 MAXWELL FINANCIAL MANAGEMENT LLC filing — schedules, fees, and providers.
Who runs the MAXWELL FINANCIAL MANAGEMENT LLC 401(k)?
MAXWELL FINANCIAL MANAGEMENT LLC’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 MAXWELL FINANCIAL MANAGEMENT LLCHR for the recordkeeper’s name and login.
How to check your MAXWELL FINANCIAL MANAGEMENT LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MAXWELL FINANCIAL MANAGEMENT LLC 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).