What public Form 5500 filings show about the The Mahaffey Apartment Company 401(k) plan — and how to find and check your own account.
The Mahaffey Apartment Company (EIN 59-2881799) reports MAHAFFEY APARTMENT COMPANY 401(K) PLAN on its most recent Form 5500, with $3.2M in plan assets across 403 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 The Mahaffey Apartment Company 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 The Mahaffey Apartment Company 401(k).
Other service providers named on the filing (investment managers, trustees, auditors — not necessarily the recordkeeper): MORNINGSTAR INVESTMENT MANAGEMENT, RETIREMENT SOLUTIONS SPECIALIST LL, EMPOWER ANNUITY INSURANCE, UBS FINANCIAL SERVICES, IFP INSURANCE GROUP, EMPOWER ADVISORY GROUP.
