What public Form 5500 filings show about the Mendes & Mount, LLP 401(k) plan — and how to find and check your own account.
Mendes & Mount, LLP (EIN 13-5535371) reports MENDES & MOUNT, LLP RETIREMENT PLAN on its most recent Form 5500, with $79.9M in plan assets across 138 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 Mendes & Mount, 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 Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Mendes & Mount, LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): VISION SERVICE PLAN, ANCHIN BLOCK & ANCHIN LLP, THOMPSON HINE LLP, ASSUREDPARTNERS OF NORTHEAST, WEALTH ENHANCEMENT ADV SERVICES, UNITED HEALTHCARE SERVICES.
