What public Form 5500 filings show about the Municipal Securities Rulemaking Board 401(k) plan — and how to find and check your own account.
Municipal Securities Rulemaking Board (EIN 52-1042433) reports MSRB 401(K) RETIREMENT PLAN on its most recent Form 5500, with $53.2M in plan assets across 133 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 Municipal Securities Rulemaking Board 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 Municipal Securities Rulemaking Board 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): WELLS FARGO ADVISORS INS AGENCY, MORNINGSTAR INVESTMENT MANAGEMENT L, WILSHIRE ADVISORS.
