What public Form 5500 filings show about the Merlone Geier Management, LLC 401(k) plan — and how to find and check your own account.
Merlone Geier Management, LLC (EIN 94-3285977) reports MERLONE GEIER MANAGEMENT, LLC 401(K) PLAN on its most recent Form 5500, with $38.3M in plan assets across 80 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 Merlone Geier Management, LLC filing — schedules, fees, and providers.
Merlone Geier Management, LLC’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 Merlone Geier Management, LLCHR for the recordkeeper’s name and login.
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CHARLES SCHWAB & CO.
