What public Form 5500 filings show about the Morrison, EKRE & BART Management Services, Inc. 401(k) plan — and how to find and check your own account.
Morrison, EKRE & BART Management Services, Inc. (EIN 86-0845708) reports MORRISON, EKRE & BART MANAGEMENT SERVICES, INC. 401(K) PLAN on its most recent Form 5500, with $14.6M in plan assets across 951 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 Morrison, EKRE & BART Management Services, Inc. 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 Ascensus, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Morrison, EKRE & BART Management Services, Inc. 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): JOHN HANCOCK LIFE INSURANCE, BAYNTREE WEALTH ADVISORS.
