MEAGHER & GEER, P.L.L.P. 401(k) Plan
What public Form 5500 filings show about the MEAGHER & GEER, P.L.L.P. 401(k) plan — and how to find and check your own account.
The MEAGHER & GEER, P.L.L.P. 401(k) on its latest Form 5500
MEAGHER & GEER, P.L.L.P. (EIN 41-0726610) reports MEAGHER & GEER P.L.L.P. PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $50.9M in plan assets across 130 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 MEAGHER & GEER, P.L.L.P. filing — schedules, fees, and providers.
Who runs the MEAGHER & GEER, P.L.L.P. 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 MEAGHER & GEER, P.L.L.P. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): SAVANT CAPITAL, CHARLES SCHWAB & CO.
How to check your MEAGHER & GEER, P.L.L.P. 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask MEAGHER & GEER, P.L.L.P. 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).