MERLONE GEIER MANAGEMENT, LLC 401(k) Plan
What public Form 5500 filings show about the MERLONE GEIER MANAGEMENT, LLC 401(k) plan — and how to find and check your own account.
The MERLONE GEIER MANAGEMENT, LLC 401(k) on its latest Form 5500
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.
Who runs the MERLONE GEIER MANAGEMENT, LLC 401(k)?
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.
How to check your MERLONE GEIER MANAGEMENT, LLC 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MERLONE GEIER MANAGEMENT, LLC 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).