What public Form 5500 filings show about the Nelson Mullins Riley & Scarborough LLP 401(k) plan — and how to find and check your own account.
Nelson Mullins Riley & Scarborough LLP (EIN 57-0215445) reports NELSON MULLINS RETIREMENT PLAN on its most recent Form 5500, with $678.9M in plan assets across 1,831 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 Nelson Mullins Riley & Scarborough 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 Nelson Mullins Riley & Scarborough LLP 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): COMMONWEALTH EQUITY SERVICES I, PATTON ALBERTSON MILLER GROUP, HB WEALTH MANAGEMENT, CCM INVESTMENT ADVISERS, CUBIC PYE CAPITAL MGMT, BUCKHEAD CAPITAL MANAGEMENT LL.
