What public Form 5500 filings show about the Munger, Tolles & Olson LLP 401(k) plan — and how to find and check your own account.
Munger, Tolles & Olson LLP (EIN 95-2156481) reports MTO 401(K) PROFIT SHARING PLAN on its most recent Form 5500, with $282.2M in plan assets across 462 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 Munger, Tolles & Olson LLP 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 Munger, Tolles & Olson LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): CITY NATIONAL ROCHDALE, WELLS FARGO BANK N A, CAPFINANCIAL PARTNERS, SCHULTZ FINANCIAL GROUP, TEAM HEWINS, MAR VISTA INVESTMENT PARTNERS.
