What public Form 5500 filings show about the Neal, Gerber & Eisenberg LLP 401(k) plan — and how to find and check your own account.
Neal, Gerber & Eisenberg LLP (EIN 36-3532950) reports NEAL, GERBER & EISENBERG PROFIT SHARING/401(K) PLAN on its most recent Form 5500, with $199.1M in plan assets across 256 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 Neal, Gerber & Eisenberg 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 Schwab, based on the plan’s Schedule C service-provider disclosure. That’s the login you use for your Neal, Gerber & Eisenberg LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): RAPPAPORT REICHES CAPITAL MANA, BUCKINGHAM STRATEGIC WEALTH LL, SAVANT CAPITAL, CORIENT PRIVATE WEALTH, AT INVESTMENT ADVISERS, CHARLES SCHWAB & CO.
