MNS Financial Management, L.L.C. 401(k) Plan
What public Form 5500 filings show about the MNS Financial Management, L.L.C. 401(k) plan — and how to find and check your own account.
The MNS Financial Management, L.L.C. 401(k) on its latest Form 5500
MNS Financial Management, L.L.C. (EIN 65-0889300) reports MARQUIS WEALTH MANAGEMENT GROUP 401(K) PROFIT SHARING PLAN & TRUST on its most recent Form 5500, with $3.9M in plan assets across 9 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 MNS Financial Management, L.L.C. filing — schedules, fees, and providers.
Who runs the MNS Financial Management, L.L.C. 401(k)?
MNS Financial Management, L.L.C.’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 MNS Financial Management, L.L.C.HR for the recordkeeper’s name and login.
How to check your MNS Financial Management, L.L.C. 401(k)
- Log in to the plan’s recordkeeper portal (the site on your statements).
- Ask MNS Financial Management, L.L.C. 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).