What public Form 5500 filings show about the Milberg Coleman Bryson Phillips Grossman PLLC 401(k) plan — and how to find and check your own account.
Milberg Coleman Bryson Phillips Grossman PLLC (EIN 86-1215093) reports MILBERG COLEMAN BRYSON PHILLIPS GROSSMAN PLLC 401(K) PSP on its most recent Form 5500, with $28.9M in plan assets across 141 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 Milberg Coleman Bryson Phillips Grossman PLLC 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 John Hancock, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Milberg Coleman Bryson Phillips Grossman PLLC 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAYMOND JAMES FIN SERVICES.
