MERCHANTS FINANCIAL GROUP, INC. 401(k) Plan
What public Form 5500 filings show about the MERCHANTS FINANCIAL GROUP, INC. 401(k) plan — and how to find and check your own account.
The MERCHANTS FINANCIAL GROUP, INC. 401(k) on its latest Form 5500
MERCHANTS FINANCIAL GROUP, INC. (EIN 41-1504721) reports MERCHANTS FINANCIAL GROUP, INC. 401(K) SAVINGS PLAN on its most recent Form 5500, with $64.9M in plan assets across 419 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 MERCHANTS FINANCIAL GROUP, INC. filing — schedules, fees, and providers.
Who runs the MERCHANTS FINANCIAL GROUP, INC. 401(k)?
MERCHANTS FINANCIAL GROUP, INC.’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 MERCHANTS FINANCIAL GROUP, INC.HR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB TRUST BANK, MERCHANTS BANK NATIONAL ASSOCIATION.
How to check your MERCHANTS FINANCIAL GROUP, INC. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MERCHANTS FINANCIAL GROUP, INC. 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).