MCGINNIS LOCHRIDGE LLP 401(k) Plan
What public Form 5500 filings show about the MCGINNIS LOCHRIDGE LLP 401(k) plan — and how to find and check your own account.
The MCGINNIS LOCHRIDGE LLP 401(k) on its latest Form 5500
MCGINNIS LOCHRIDGE LLP (EIN 74-1196349) reports MCGINNIS LOCHRIDGE LLP SAVINGS PLUS PLAN on its most recent Form 5500, with $64.6M in plan assets across 137 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 MCGINNIS LOCHRIDGE LLP filing — schedules, fees, and providers.
Who runs the MCGINNIS LOCHRIDGE LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MCGINNIS LOCHRIDGE LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): HIGHTOWER ADVISORS, B&T CAPITAL MANAGEMENT INCORPO, CROWE LLP, CHARLES SCHWAB & CO, TERRY MCDANIEL &.
How to check your MCGINNIS LOCHRIDGE LLP 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask MCGINNIS LOCHRIDGE LLP 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).