What public Form 5500 filings show about the McIlhenny Company 401(k) plan — and how to find and check your own account.
McIlhenny Company (EIN 72-0256940) reports MCILHENNY COMPANY TAX-DEFERRED SAVINGS PLAN on its most recent Form 5500, with $45.1M in plan assets across 268 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 McIlhenny Company filing — schedules, fees, and providers.
McIlhenny Company’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 McIlhenny CompanyHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WEALTHSPIRE RETIREMENT ADVISORY, MERCER INVESTMENTS, CBIZ BENEFITS AND INSURANCE SERVICE, STATE STREET BANK & TRUST CO.
