MORITZ PARTNERS, LP 401(k) Plan
What public Form 5500 filings show about the MORITZ PARTNERS, LP 401(k) plan — and how to find and check your own account.
The MORITZ PARTNERS, LP 401(k) on its latest Form 5500
MORITZ PARTNERS, LP (EIN 75-2336592) reports MORITZ 401(K) PLAN on its most recent Form 5500, with $22.3M in plan assets across 286 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 MORITZ PARTNERS, LP filing — schedules, fees, and providers.
Who runs the MORITZ PARTNERS, LP 401(k)?
The plan’s recordkeeper — the firm that runs the website and statements where you check your balance, change contributions, and manage your account — is Fidelity, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MORITZ PARTNERS, LP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): STRATEGIC ADVISORS, GLOBAL RETIREMENT PARTNERS.
How to check your MORITZ PARTNERS, LP 401(k)
- Log in to Fidelity’s participant portal (the site on your statements).
- Ask MORITZ PARTNERS, LP 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).