What public Form 5500 filings show about the McGlinchey Stafford, PLLC 401(k) plan — and how to find and check your own account.
McGlinchey Stafford, PLLC (EIN 72-0788124) reports MCGLINCHEY STAFFORD, PLLC RETIREMENT SAVINGS PLAN on its most recent Form 5500, with $128.8M in plan assets across 347 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 McGlinchey Stafford, PLLC 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 McGlinchey Stafford, PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): FINANCIAL SYNERGIES WEALTH ADV, FISHER INVESTMENTS, DELTA FINANCIAL ADVISORS, CHARLES SCHWAB & CO.
