What public Form 5500 filings show about the Texas Medical Liability Trust 401(k) plan — and how to find and check your own account.
Texas Medical Liability Trust (EIN 74-2002140) reports TEXAS MEDICAL LIABILITY TRUST 401(K) PLAN on its most recent Form 5500, with $59.7M in plan assets across 176 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 Texas Medical Liability Trust 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 Texas Medical Liability Trust 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MMA SECURITIES, BONADIO & CO LLP, SAGE ADVISORY SERVICES CO, CHARLES SCHWAB & CO.
