MUSICK, PEELER & GARRETT LLP 401(k) Plan
What public Form 5500 filings show about the MUSICK, PEELER & GARRETT LLP 401(k) plan — and how to find and check your own account.
The MUSICK, PEELER & GARRETT LLP 401(k) on its latest Form 5500
MUSICK, PEELER & GARRETT LLP (EIN 95-1777575) reports MUSICK, PEELER & GARRETT LLP EMPLOYEE ASSET ACCUMULATION PROGRAM on its most recent Form 5500, with $136.7M in plan assets across 163 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 MUSICK, PEELER & GARRETT LLP filing — schedules, fees, and providers.
Who runs the MUSICK, PEELER & GARRETT LLP 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your MUSICK, PEELER & GARRETT LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): ENVESTNET ASSET MANAGEMENT, TATE ASSET MANAGEMENT, MASON & ASSOCIATES, CHARLES SCHWAB & CO, CERITY PARTNERS.
How to check your MUSICK, PEELER & GARRETT LLP 401(k)
- Log in to Schwab’s participant portal (the site on your statements).
- Ask MUSICK, PEELER & GARRETT LLP 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).