What public Form 5500 filings show about the McGinnis Lochridge LLP 401(k) plan — and how to find and check your own account.
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.
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, CHARLES SCHWAB & CO, B&T CAPITAL MANAGEMENT INCORPO, TERRY MCDANIEL &, CROWE LLP.
