What public Form 5500 filings show about the The Markesbery & Richardson Co., LPA 401(k) plan — and how to find and check your own account.
The Markesbery & Richardson Co., LPA (EIN 31-1256938) reports THE MARKESBERY & RICHARDSON 401(K) PROFIT SHARING PLAN AND TRUST on its most recent Form 5500, with $2.0M in plan assets across 17 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 Markesbery & Richardson Co., LPA filing — schedules, fees, and providers.
The Markesbery & Richardson Co., LPA’s Form 5500 doesn’t separately disclose a recordkeeper we can confirm. The firms named on its Schedule C are service providers — which can include investment managers, trustees, and auditors, and are not necessarily the company that runs your account. To find who runs your 401(k), check your enrollment paperwork or a recent statement, or ask The Markesbery & Richardson Co., LPAHR for the recordkeeper’s name and login.
