What public Form 5500 filings show about the Moody National Management, LP 401(k) plan — and how to find and check your own account.
Moody National Management, LP (EIN 20-0209885) reports MOODY NATIONAL MANAGEMENT, LP 401(K) PLAN on its most recent Form 5500, with $11.7M in plan assets across 719 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 Moody National Management, LP 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 Principal, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Moody National Management, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ALLIANT INSURANCE SERVICES, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
